After login into the Dashboard, the next tab you will find is “Customers.” All your customers reside here as a list. There are four ways to add customers-
- You add them by clicking “Add Customer.”
- Customers can signup by themselves.
- You can add a list of customers by importing them via a CSV file.
- Advanced: you can use API to add customers
Add your first Customer
Click on the “Add Customer,” which will open up a form. Fill up this form. By clicking “Save, ” you will create your first Customer.
Login as Customer
This button makes one click away to the customer dashboard of this specific customer. You will see how your customer views your portal—invoices, tickets, services, etc.
The Customer Statements
This will show all the transactions and invoices made by this particular customer and how much is owed.
The internal Note
You can use this in many cases. For instance, your customer called you or reached you via social network and asked you to give a quote. So you write the summary here. Or anything that might help you to deal with the customer. Remember, this note is internal, meaning your customer won’t see this.
The next tab is the “Companies.” You may group customers under companies. In other words, you can add a Company, then add customers under it.
What makes customer pays you.
Imagine you have a customer who uses a Hosting Service from you. Let’s add it.
Before adding it, we need to add a Server identifier. Then we will add this Hosting account under this Server.
You will add all of your servers here. For the automation, you will need API keys, or other types of authentication, so that the application can communicate with your Server to perform various tasks. However, it’s not mandatory to add API authentication. You can still add Server and assign Hosting accounts under it.
We will go to the integrations part when we are digging deeper. Now let’s imagine we will assign a Hosting Account, WordPress website details, or any other service this particular customer uses.