SwipeSimple: Customers
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Saved customer information including card details may be accessed from the dashboard only. Merchants are not able to access such information on the mobile application. As a measure of added security, card information stored via the mobile application may not be accessed later from the app.
SwipeSimple Customers enables you easily manage and add customers from your dashboard or at the point-of-sale. Simplify payment processes by scheduling payments as one-time charges, installments or subscriptions for cards-on-file. Additionally, understand your customers better with associated past and upcoming transactions.
- To view and manage customers, click on Customers on the menu located on the left of your dashboard. The Customers overview page displays a list of all your existing customers with the following data: (Click to see)
Customer Profiles can be Automatically created. SwipeSimple helps you build your customers list by automatically creating customers profiles and capturing key customer information following a transaction on the Virtual Terminal or mobile app. If a cardholder name is collected from your customer’s credit card and a matching customer profile does not exist, SwipeSimple will automatically generate a unique customer ID and create a customer profile. Future transactions made with that card will update the customers profile with new transaction details. You can Also create a Customer Profile manually, without a transaction.
- Last Transaction made
- Customer Name
- Phone
- If there’s a Card-on-File
