If you have a consumer app that has a sign-up code, you can withold the code from your customers so that you have full control over who has access to the app—without the code, they cannot sign up. Follow these instructions to manually create accounts in the system.
- In your dashboard navigation, head to Settings > Customer App Settings > Cusomers:
- Download the template by clicking the button in the top right corner:
- Open the .csv file and fill out your customer information. Email, FullName, and Password are required. The rest of the fields are optional.
Optional Fields
- CustomerSegment: If you'd like to create custom segments, i.e. "Gym members" and "Visitors" you can include them here.
- MobileNo allows you to send a text notification to this customer later on to communicate promos
- CreditBalance allows you to add a starting balance for this customer.
- Save this file as a .csv
- Upload the file into the dashboard by clicking the "Upload CSV" button on the top right of the Customers page:
- Your customers are now uploaded and can sign in using the email and password you designated for them. You will need to email them their login credentials manually.
Tip
Some operators will create a custom Google Form like this one that asks for all the information required to create an account:
They then can view the responses in a Google Sheet:
And copy and paste the columns in the Customer template from the dashboard
If they configure the form to send respondents a copy of their responses, they do not need to manually send login credentials to their customer: