Everything you need to know about your customers tab

Everything you need to know about your customers tab

The customers tab offers you the ability to manage your client list, view insights, and organize client details. In the overview section, you can view a master list of your client base. 

You’re able to see the names, emails, total spent, and date joined. On this page, you can also search for a specific customer using the top-left search bar, or download the entire list by following the steps below: 

  • Click on the Manage customers dropdown

  • Choose to Download list

You can also invite or refer a new client to your business from this page. To get started, follow these steps:

  • Click on the Manage customers dropdown

  • Choose to Invite customers

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Under the Send invites section, add in the email address(es) then send away!

 

💡Note: If you are inviting multiple people to join your business, make sure you add a comma in between email addresses)

 

To view client information and insights on an individual basis, simply click on a client. You’re now able to view their personal information and purchase history.

 

Canceling subscriptions from the dashboard

Canceling subscriptions is simple to do with just a few clicks. Here’s how:

  • Go to Customers in your Cloudstudios dashboard 

  • Click on the customer who wants to cancel their subscription 

  • In the Subscribed tosection click on Unsubscribe

Want to add or remove package credit to your customers' accounts? 

Looking to add or remove credit from your customer's account? No stress! Here’s how:

  • Go to Customers in your Cloudstudios dashboard 

  • Click on Manage credits 

Use the + or - sign to add or remove credits from your client’s account

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