Create Customers, Change Customer Details and Update MetaData

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Save time by adding and editing customer from the Control mobile app. Any edits to Stripe customers  will also update the Stripe meta data, so your information will be available via multiple connected sources.
1) Open the side menu and click on Customers

Sidebar Nav Customers

2) To create a new Customer, tap on the “+” on the top right corner.

Cust_Crop

3) Fill out your new customer’s information.

New_Cust

4) Tap save on the bottom to create customer, you can now view the customer in the Customer dashboard in Control and Stripe.

Cust_Zoom

Screen Shot 2016-06-21 at 3.59.00 PM

5) Tap on the Customer to view customer details.

Customer_Individual

Screen Shot 2016-06-21 at 4.15.56 PM

6) Tap on the pencil icon to edit customer details. In this example, we will edit the customer’s phone number.

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7) Tap on the text to edit.

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8) Tap on save at the bottom of the screen to update your customer’s information.

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9) Your customer’s metadata will have been updated in Stripe as well.

Screen Shot 2016-06-21 at 4.26.08 PM

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