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Customers

  1. Back Office Customer Category

    How to create or update a customer category in the Back Office

  2. Back Office Customer Dashboard

    How to track email marketing campaigns on the Customer Dashboard in the Back Office

  3. Back Office Customer Information Management

    How to add, import, and edit customer information in the Back Office

  4. Back Office Email Marketing

    How to create email marketing, receipts, and Welcome/Miss You emails

  5. Back Office Loyalty Program

    How to create your loyalty program in the Back Office

  6. Back Office Receipt Email Customization

    How to edit the receipt email message in the Back Office

  7. Back Office Social Sharing Configuration

    How to add social media to your email messages using Back Office

  8. Customer Management in Essentials Solution

    Watch a video on how to add a customer on your Point of Sale app or a list of customers in Back Office in Essentials Solution

  9. Email Campaigns in Essentials Solution

    Watch a video about creating and managing email marketing campaigns in Essentials Solution

  10. Loyalty Program in Essentials Solution

    Watch a video on how to set up and manage your loyalty program in Back Office for Essentials Solution

  11. Point of Sale App and Back Office Customer Notes

    How to view and manage customer notes in either the Point of Sale app or in Back Office

  12. Point of Sale App Customer Information Management

    How to add and remove a customer from a sale or update customer information in the Point of Sale app