10005 – Managing your Customers’ Profiles

This guide will help you manage all of your paying customers’ profiles.
You can see all of your paying customers’ basic information (name & email) on this dashboard. You can update your customers’ profiles here, check their personal transaction history, or manage their subscriptions.

To Access Customers Dashboard

  • Go to Sales, then select Customers.
    The Customers dashboard will appear.

 

 

Managing Customer Profile

  • In the dashboard, look for the name of the customer you want to check/edit.
    Click on the Profile button to the far-right of the customer’s profile.
    Upon clicked, the customer’s profile information window will pop up.
  • The customer’s profile information window contains the customer’s basic information, lifetime value, transaction history & subscriptions.
  • Editing profile
    In this section, you will see the customer’s information and profile picture.
  • To update the information, click Edit customers details.
    You can update all of the customer’s information details as well as the avatar.
    Once done, click on the SAVE button.
  • Managing the profile’s transactions
    In the Transactions tab, you will see all the details of the customer’s transactions, with the most recent transaction at the top of the list.
    You will also see the payment system used for a particular transaction (Stripe/PayPal) and any refunds that have been processed.
    You can manage the customer’s transaction using the buttons next to each transaction:

+ Invoice – upon click, the Invoice pop up window will appear with the customer’s invoice details. You can also click the Re-send to customer button to re send the invoice to the customer’s email.

+ Refund – upon click, the refund confirmation window will pop up. Either proceed with refund or cancel.

+ Affiliate – upon click, the Edit Sale window will pop up. This will allow you to change the Affiliate for the transaction and adjust the commission amount.

 

 

Managing Subscription

This section will allow you to see the details of your customer’s subscription.
+ Name – name of the subscription
+ Status – current status of the subscription
+ Total – price of the subscription
+ Cycle – cycle of the subscription
+ Start Date – start date of the subscription
+ Next Payment Date – the date the customer will be charged for the renewal

Edit Price Subscription

You may edit the price of a subscription from the admin area.

  • Click on the Edit (pencil) icon.
  • The Edit Subscription modal will appear, enter the new amount.
  • Once done, click on the SAVE button.
Upgrade / Downgrade the Subscription

You may upgrade or downgrade your member’s subscription.

  • Click on the Upgrade/Downgrade icon.
  • The Upgrade Plan modal will appear, select the subscription from the drop-down.
  • Once done, click on the SAVE button.
NB: For PayPal, price changes made less than 10 days before the existing subscriber’s billing date will take effect on the following billing date.

 

Edit the Affiliate

You can also edit the Affiliate assigned to a subscription.

  • Click on the Affiliate (megaphone)icon.
  • The Edit Affiliate modal will appear, select the affiliate from the drop-down.
  • Once done, click on the SAVE button.
Cancel Subscription

You may also cancel the member’s subscription.

  • Click on the Cancel icon.
  • The Cancel Subscription modal will appear, choose when you want it to be cancelled from the drop-down menu. For more information, please refer to Member subscription cancellation process.
  • Once done, click on the SAVE button.

For subscriptions made using Stripe: The cancellation of the subscription can be done at any given time, but access to the platform will be interrupted when the billing period ends.
NB! When using the Cancellation button on the site, the Subscription will be cancelled but the user will have access to the courses/content until the end of the current billing period.
For example: If someone was on a subscription renewing every 20th of the month and he cancels on the 10th before renewal, his subscription will be cancelled but he will still be active to the courses until the 20th.This happens for both Stripe and PayPal.

 

 

Lifetime Customer Value

Instantly see who your best customers are. Clicking the Lifetime Value will sort the list.

 

 

Using Search

In this dashboard, you can search the customer’s account using their name or email then click the Search button.

 

 

Using Export

You can export all of your customers’ information into a CSV file.
To do this, click the Export button at the very bottom of the Customer dashboard.
Once clicked, a CSV file will be downloaded with the following format: Name | Email | Company | Company ID | Company Email | Tax ID | Phone | Address | City | State | Zip/Postal Code | Country | VAT Number | Lifetime Value.