How To Edit Customer Details

Overview

There are several ways to update a Customer's details within Rezdy, here are two common methods.

1. Updating a Customer's details from the Customer page

• Click Customers
• Click the Customer's name

This will take you to the Customer profile page, update the relevant information and click Save at the bottom

2. Updating a Customer's details within an Order

• From the Orders page, click into an Order
• Click the Customer name

This will take you to the Customer profile page, update the relevant information and click Save at the bottom