REVIEWING OR EDITING CUSTOMER ACCOUNT INFORMATION

Introduction

This article explains how to view and update a customer's account information in Shop Manager.

Steps

1. Log in to Shop Manager by first signing in to the DermPRO OneLogin Dashboard and clicking the Shop Manager tile.

   

   
   
    
2. From the left-hand navigation menu, click Customers to expand the available options, then select All Customers.

   

   
   
    
3. Use the Search bar to locate the customer by Name, Email, Billing Address, or Phone.

   

   
   
    
4. Once you've located the customer, click the pencil icon to open their customer profile.

   

   
   
    
5. Click Edit Account Information in the upper-right corner of the page.

   

   
   
    
6. Update the account information as needed, including:
   • Group
   • First Name
   • Middle Name
   • Last Name
   • Name Suffix
   • Email
   • Gender
   • Date of Birth

     

     
     
      
7. After making the necessary changes, click Save to apply your updates.

   

   
   
    

Notes

• Review all changes carefully before saving, as updates will be applied immediately to the customer's account.
• Ensure the customer's information is accurate to help maintain correct account records.

-----END-----