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How to Edit Customer Information

How to edit or update customer information (name, phone number, language preference). Note: can only be done through the Business Manager

Written by Euri

To update or edit a customer’s information, go to the Customers section of your Cents Business Manager.


Find the customer

In the Business Manager, open the Customers section, then search for the customer by name, phone number, or email.

Select the customer from the list. You'll know you've selected them when their name and details appear in the panel on the right.


Edit their information

On the Details tab of the customer's profile, click Edit next to their information. You can update:

  • Name

  • Email address

  • Phone number

  • Language preference

Make your changes and save.



Troubleshooting

  • The phone number won’t save?
    A phone number can only belong to one customer in your business. If the number is already on another customer’s profile, the change won’t go through. Check the number, or decide which profile should keep it.

  • Can’t save your changes?
    A customer needs both a name and a phone number, so neither can be left blank. If you’re updating the email, enter a complete address, or leave it empty; a partial entry won’t save.

  • Nothing happens when you click Edit, or you edited the wrong customer?
    Make sure you’ve selected the customer first. You’ll know you have when their name and details appear in the panel on the right.

Need assistance?

Feel free to text our Cents Support team at 888-302-8809.

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