Manage Customers - eatOS Dashboard

Introduction

Adding and Managing Customer Information in the eatOS Dashboard

This article provides step-by-step instructions on how to add and manage customer information through the eatOS dashboard. Whether you're looking to add new customers or make changes to existing profiles, this guide will walk you through the process.

Adding Customer Information
Editing or Deleting Customer Information
Deleting Customer Information

Adding Customer Information

Step 1: Sign in to the eatOS Dashboard:
Log in to the eatOS dashboard using your username and password.

Step 2: Access the Guest Tab:
Navigate to the "Guest" tab in the side navigation menu and select "Guestbook."

Step 3: Add a New Guest:
Click on the "New Guest" button.

Step 4: Enter Customer Details:
Fill in the customer's information, including name, email, customer since, birthdate, anniversary date, phone number, and customer notes.

Step 5: Add Address (Optional):
To add an address, click on the "Add new Address" button. Enter the required information and click "SAVE."

Editing or Deleting Customer Information

Step 1: Access the Guest Tab:
Go to the "Guest" tab in the side navigation menu and select "Guestbook."

Step 2: Select Customer to Edit or Delete:
Locate the customer you want to edit or delete and hoover to the date created column.

Step 3: Editing Customer Information:
To edit customer details, hoover to the "Date Created" column and choose the "Edit" option.

Deleting Customer Information

To delete a customer, hoover to the "Date Created" column and select "Archive."

Confirm the action to archive the customer's information.

Conclusion

Managing customer information through the eatOS dashboard is a straightforward process. Whether you need to add new customers or make changes to existing profiles, follow these steps to ensure your customer database remains up to date.

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Updated on: 09/19/2024

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