Navigating the Customers Page: A Comprehensive Guide
Introduction
Welcome to the customers page! This is where you manage your valued customers. In this tutorial, we’ll explore how to update customer information, manage orders, and utilize important features effectively.
1. Customer Management
Updating Roles: Easily change a customer’s role in the system. For instance, if a customer wants to become a courier, you can switch their status seamlessly.
Order History: Access the complete order history of each customer. You can open and edit orders just like on the orders page.
2. Adding Notes
Special Notes: You can make notes on customer profiles for specific needs. For example, if a customer has severe allergies, you can document that for future reference.
3. Managing Credits and Gift Cards
Gift Card System: Customers can purchase gift cards, but this feature also serves as a credit system. If an issue arises, like a complaint about food quality, you can offer store credit instead of a refund.
Store Credit Benefits: By issuing store credits (e.g., $25 for a mishap), you maintain a good relationship with your payment processor, as it shows continued revenue flow rather than refunds.
4. Handling Macro Nutrients
Override Macro Calculations: For fitness-oriented meal prep companies, you can manually input macro nutrients. If the software’s calculations are off, override them based on your expertise.
5. Banning Customers
Banning Features: If necessary, you can ban customers who misuse the platform. You have the option to provide a reason, set a ban until a specific date, or impose a permanent ban.
6. Impersonation Feature
Customer Support: One of the most powerful features of the customers page is the ability to impersonate a customer. If a customer faces issues, you can log in as them to troubleshoot directly.
Empowering Support: This feature allows you to handle order placements, cancellations, and credit card changes without needing to contact support.
Conclusion
That wraps up our tour of the customers page! Remember, these tools are designed to enhance your customer service and streamline your operations. If you have any questions or need further assistance, feel free to reach out.
Thank you for watching, and stay tuned for the next video!
A Letter From Our CEO:
Welcome to the Customers Page! This is where you effectively manage your valued customers. In this guide, we’ll explore how to update customer information, manage orders, and utilize essential features that enhance your customer service.
1. Customer Management
The Customers Page provides streamlined customer management capabilities. You can easily update a customer’s role in the system. For instance, if a customer wants to transition into a courier, you can switch their status seamlessly.
Additionally, you can access the complete order history of each customer, allowing you to open and edit orders just like you would on the orders page.
2. Adding Notes
Special notes can be added to customer profiles to document specific needs. For example, if a customer has severe allergies, you can document that for future reference, ensuring personalized service and attention to detail.
3. Managing Credits and Gift Cards
The gift card system not only allows customers to purchase gift cards but also serves as a credit system. If an issue arises, such as a complaint about food quality, you can offer store credit instead of a refund.
Issuing store credits (e.g., $25 for a mishap) helps maintain a good relationship with your payment processor, demonstrating continued revenue flow rather than refunding money.
4. Handling Macronutrients
For fitness-oriented meal prep companies, the ability to override macro calculations is crucial. If the software’s calculations are off, you can manually input macronutrients based on your expertise, ensuring accurate nutritional information for your customers.
5. Banning Customers
If necessary, you have the option to ban customers who misuse the platform. You can provide a reason for the ban, set a temporary ban until a specific date, or impose a permanent ban, ensuring a safe and respectful environment for all users.
6. Impersonation Feature
One of the most powerful features of the Customers Page is the ability to impersonate a customer. This is particularly useful if a customer faces issues; you can log in as them to troubleshoot directly.
This customer support feature empowers you to handle order placements, cancellations, and credit card changes without needing to contact support, streamlining the customer experience.
Conclusion
That wraps up our comprehensive tour of the Customers Page! These tools are designed to enhance your customer service and streamline your operations. If you have any questions or need further assistance, feel free to reach out to Prepped.
Thank you for watching, and stay tuned for the next video!
