Skip to main content

Guide: Create Access Customers

Follow the steps below to create Access Customers

Updated this week

Add Tags to Customers

  1. Go to the Customers page

  2. If there is no profile for the customer yet, click New Customer

  3. If the customer does have a profile already, use the Search Bar to find them

  4. Click Edit on their customer page

  5. Scroll down to Tags and enter a Tag of your choice

  6. If one already exists, start typing it and select it when it appears in the dropdown

    Screenshot 2024-01-12 at 12.13.59.png

  7. Click Submit to save

  8. The Tag will then appear next to the email on the Customers page

    Screenshot 2024-05-03 at 12.59.35.png
Did this answer your question?