Customer Signup fee

Using this feature, you can ask your Customer to pay a one-time signup fee at the signup time. Whenever a customer signs up on the platform, he needs to pay the signup fee. Once paid, the Customer can use the forum. Follow the steps to enable the customer signup fee. […]

Signup verification

You can choose to verify customers using either OTP or email verification.  If OTP verification is enabled, the Admin needs to configure an SMS gateway account with Yelo from the extensions using which OTP will be sent to the Customer.Go to the extension >> Enable the SMS gateway. Enable the […]

Customer Signup template

The signup template is used to collect any additional information from a customer apart from the necessary information. You can ask for their address or any other information suitable to your Product and be defined in terms of numbers, text, email, dates, etc. You can access the signup templates following […]

Bulk Export Customer Details

Using the bulk import option, you can download a report of the customer details. To bulk import, the customer details follow these steps:- Go to the Customer’s page under the general subhead in the left sidebar. Click on the export customer icon on the top right corner. Enter the email […]

Bulk Upload Customer Details

To bulk upload customer details, follow these steps: Go to the Customers page available under Settings -> Customers -> Customers List Click on the Import Customer icon on the top right corner. Download the CSV file template with sample values for adding customers. Update the downloaded file with customer details […]

Block/Delete a Customer

A customer can be blocked/deleted by the Admin. Follow these steps to block/delete a customer: Go to the Customers page under Settings -> Customers -> Customers list A list of all the customers currently available on your platform will appear here. Click on the three dots next to the Customer […]

Edit Customer Records

To edit customer records, click on the three horizontal ellipses on the right side and click on Edit. You can edit the Customer’s name, number, email ID, and address fields. Steps to edit the customer details: Go to the Settings -> Customers -> Customers list Click on the three-dot option […]

View customer records

Once you navigate to the Customers section, click on a particular customer’s ID. A new page with the Customer’s ID, name, email address, phone number, address, and registration date will appear You can also toggle Cash on delivery and pay later status for individual customers here.