Different ways to Edit a Contact

The following are different ways someone can edit a contact

Contacts Overview Page

1. Make sure to be on the Contacts overview page (where you access our contact list)
   
2. Search for the contact you'd like to edit (Click Here for tutorial)
   
3. Once found, click on the Person Icon to the left of the account info
   
4. It will bring up the Customer's Profile
   • Personal Info: Click on the blue Edit button found in Profile Info
     
   • Loyalty Points, Offers, and Check-in: Click on the Offers tab next to the account name.
     • If checking someone in, please make sure to click the orange Save & Check-in
       
       
       
       

Kiosk

A customer can edit their account info while checking in:

1. Have your customer check-in
   
2. Once checked-in, click on the three lines at the top right of the screen (It should be next to their phone number)
   • To edit Personal Info: Click Your Account
   • To edit their Opt-ins: Click Notifications Preferences
     
3. Please note that customers can't edit their account's Loyalty Points, Offers, and Check-ins
   
   
   

Creating a New One

• When creating a new account, you can enter the right information as you go (Please note that this method to edit a contact is only for contacts that aren't in the system yet but have been in the store)
  
  • Click Here for the tutorial