Customer profile

To access and manage a customer's profile in Perkville, follow these steps:

1. Navigate to the customer profile:

   • Start from the Dashboard and click on "Customers" in the left navigation menu.

   • Use the search bar to locate the customer by entering their email or name.

   • Click on the customer's name from the search results.

2. Actions available on the customer profile page: Depending on your role, you can perform the following actions:

   • Give points:

     • Reward customers with points for their interactions or purchases. Please note that you must have the appropriate role to give points.

   • Redeem points:

     • Redeem points for customers.

   • View referrals:

     • See referrals made by the customer.

   • Submit referrals:

     • Submit referrals on behalf of the customer.

   • Mark vouchers as used:

     • Change the status of vouchers including marking them as used.

   • Invite a customer:

     • Extend invitations to customers to join your loyalty program.

   • Manage emails:

     • Add or remove emails associated with the customer that haven't yet joined Perkville.

     • Change their primary email address.

   • View point Balance and membership details:

     • Check the customer's current point balance and membership status.

     • View any custom attributes specific to the customer.