How does my customer change their login information?

1. To change their login information, a customer will go to your website and click Make a Payment/Login and enter their login credentials.  

2. They will click Edit Profile at the top of the screen. 

3. From here, they will be able to edit their Email or Username at any time. They also have the option to get a reset password link sent to their email.

If you want your customer to be able to edit/change their profile information i.e. address, phone, etc. you will turn on the setting under Setup > Settings > Other. Check the box next to Customer can edit profile information and save. This will allow your customer to edit any information on their account.


Any changes made by a customer (or manager) will be tracked under the Alterations on the customer page (button at the bottom of the customer profile page) as well as the Alteration report.

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