Customer Management
This page contains all the necessary information about how you can mange your customers on the platform.
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This page contains all the necessary information about how you can mange your customers on the platform.
Last updated
Was this helpful?
On this page you can manually add the customers who wish to subscribe to the Baby or Little plan by entering their name, email ID and setting a password.
For customers opting for the King plan, a sign-up page will be available. Upon successful subscription, their details will be automatically added to your customer table.
To manage customers on the Partner Panel, follow these steps:
Navigate to the Customers Panel:
From the left-hand side menu, click on the Customers section (as shown in the screenshot).
Manage Customers Page:
You will land on the Customers page, where you can see a sections for active, inactive and freezed customers.
Customer Table Overview:
The table displays important details about each customer, such as:
Name
Contact number
Additional Columns in the Table:
The table also shows:
Subscribed plan Dispalys the plan to which customer has subscribed for.
Customer location Displays the location of the customer from where they have subscribed.
Last login date Shows the last login date of customer when they accessed the platform
Date joined the platform Shows the customer's first time accessing the platform date.
Actions:
The last column contains action buttons (as shown in the screenshot), which allow you to:
Edit customer details using the edit icon.
Delete a customer by clicking the delete button.
Click on "Add Customer" in Active Customers.
You will see the options to fill information required to create a customer.
Enter the customer's name and Email ID and create a password for your customer.
After entering all the fields click on "Add Customer". This will create your customer
You will see the options to fill information required to create a customer.
Enter the customer's name and Email ID(Provided by customer manually) and create a password for your customer.
After entering all the fields click on "Add Customer". This will create your customer
Share the credentials with your customer securely over mail or any communication interface you use.
Using these credentials your customer can access the platform. When customer selects a plan it will get updated in the table.
The "Inactive Customers" section is designed to help you manage customers who have not completed email verification for your platform. Here’s how it works:
Email Verification Process:
When you add a customer through the Customer Panel, an email is automatically sent to their registered email address.
This email contains a verification link that the customer must click to confirm their email address.
Access Restriction:
Email verification is a mandatory step for customers to gain access to the platform.
Inactive Status:
If a customer fails to verify their email, they will not be granted access to the platform.
Additionally, if the verification link expires before the customer clicks it, the system moves them to the "Inactive Customers" section.
Information Displayed:
This section provides detailed information about these customers, including:
Their current plan status (if applicable).
The status of their email verification process.
The location of the customer.
By monitoring this section, you can identify customers who may need assistance with completing the verification process, ensuring a smoother onboarding experience for them.
To assist customers listed in the "Inactive Customers" section, two action buttons are available:
Resend Verification Email:
If a customer is unable to verify their email due to an expired or missed verification link, you can send them a new email with a fresh verification link.
This option ensures the customer has another chance to complete the verification process and gain access to the platform.
Delete Customer:
If the customer decides not to proceed with the platform or no longer requires access, you can remove them from the system using the "Delete" button.
This action permanently removes their details from the platform.
Both options are designed to streamline the process and provide a seamless experience for managing inactive customers.
Freezed accounts are accounts that lose access to services because of unpaid invoices after the grace period has ended. Here's how it works:
Subscription Renewal Process:
Each customer has a billing cycle associated with their current subscription plan.
At the end of this cycle, customers must either upgrade to a higher plan or renew their existing plan to continue using the platform.
Grace Period:
A grace period is provided after the billing cycle ends, allowing customers extra time to renew or upgrade their plan.
The duration of this grace period is determined by you.
Freezing the Account:
If the customer fails to renew or upgrade their plan within the grace period, their account is marked as "Freezed."
A "Freezed" account loses access to platform features and services.
Customer Listing:
Customers with frozen accounts are listed in the "Freezed Customers" section for your review and management.
Their plan they have subscribed.
The location of the customer.
Date on which the customer is marked as freezed.
Date on which the customer joined the platform.
This section helps you track customers who need to take action on their subscriptions, ensuring that accounts are properly managed and billing remains up to date.
