How to complete fields on the customer profile

 

The fields that appear on customer profiles on TeamUp are fully customisable. 

Profile pages include a banner with a direct link to the filtered list of profile fields on Settings >> Customer fields, for quick access to managing these fields. For more information on this topic, please see View and edit customer profile fields

 

How to complete fields on the customer profile

Fields can be completed on the customer profile in multiple ways:

1. By asking customers to complete them via forms.
2. By opting to collect this info when adding a new customer on the business side.
3. By editing a customer profile. 

Let's take a look at each of these options.

1. By asking customers to complete them via forms.

You can include the fields on the customer profile on multiple forms throughout your customer site.

For example, you might want to include these fields on the signup form so that customers are prompted to complete this information upon signup.

To learn more about creating forms and signup forms, please see:

Add a form

Signup forms

2. By opting to collect this info when adding a new customer on the business side.

Customer fields can also be completed by staff members when creating a new customer from the business dashboard. 

To learn more about how to create a customer from your dashboard, see Add a customer 

3. By editing a customer profile. 

To edit the content of these fields for a specific customer, go to Customers >> Customer list >> search customer and click the 'Edit' button on their profile. 

 

 

Jump to:

Creating fields

View and edit customer profile fields

Deleting fields

Why can I not delete certain fields?

System fields explained

 

 
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