Creating and Managing Customers

Learn how to create and manage customers

Creating Customers

Customers may be created using two methods:

Sending a Paylink

When sending a PayLink, select the Save customer information option

Add Customer Button

Within the Customers tab on the PayLinks page, you can click the Add Customer button

Video showing how to select the Add Customer button

Managing Customers

Customers may be managed from the Customers tab on the PayLinks page. From here you can search by customer name or email.

Video showing how to search for a customer by name

Clicking the more horizontal menu allows you to edit the customer's name, email address, and phone number.

Skipify baner with link to contact us form

What’s Next