Modify Customer Contact Details

You may be in a customer's purchase when they ask if you can update the email address on file. You know you can always update customer information in the Customers tab, but you'd rather not switch tabs. To easily update customer information from the Purchases tab, read below!

  1. From the customer purchase, click the customer name (hyperlinked in blue) under Booking Details. This will take you into the customer’s unique record in the Customers tab.
  2. Once in the customer record, click the pencils next to the email or phone field to edit. Once finished, click Save.
  3. When you click back to the Purchases tab, you'll arrive in the same customer purchase reflecting the updated contact information.

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