How do I add an email to a customer profile?

Modified on Wed, 5 Jun at 11:00 AM


To add an email to a customer profile in Benji Pays,  follow these steps below:




Step 1: Log in to Benji Pays.










Step 2: Navigate to the "Customers" Section. Search for the customer in the search box.













Step 3: Click on the customer settings "Gear Icon" to the right of the customer's name.











Step 4: In the customer's profile, find the field for the email address. You may add a new email or update an existing one. Enable the "Enabled and Portal Access" toggles after adding the email address. 







Step 5: After entering the email address, make sure to click "Save" to update the customer's profile with the new information.



Step 6: Navigate away from the profile and then return to it to ensure that the email has been added correctly.




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