Per Diem Tutorial: Effortless Customer Management for Square Users

Foreign. Hi, I'm Michael energie from triper diem.com and today I'm going to be showing you how to manage your customers on the Per Diem Merchant Dashboard. So the first thing you want to do when you log into your account is go down to the left side menu and expand the reporting option and then go down and click Customers. It's gonna bring you to the customers page. Of course, you're able to filter your customers by those that are active and those that are deactivated. So I'm gonna leave it as all customers. And for each of the customers, you get the option to view the customer, update the customer details, send push notification, and deactivate the customer's account. You also have the ability to search for a specific customer that you're looking for. And I'm going to show you what it looks like when you click on the View Customer tab. So that's going to pull up the customer's details and show you the amount of loyalty points that they've been able to accrue. And you can also send a push notification from here, clicking this button, to that specific customer. And you can also deactivate the account. Um, of course, when you're deactivating the account, you would have to state the reason for doing so. And the next time the customer tries to log into the account, it will be disabled. So they won't be able to have access to their account within the mobile app. The other option is to update the customer records. So you can change the customer's first name, last name, and you can select the birthday of the customer and save. Here, you cannot change the email address of the customer from the Per Diem Merchant Dashboard. And of course, you've already seen what it looks like to send push notification and to deactivate the account. So that is how you manage your customers on the Per DM Merchant Dashboard. Thank you.