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How to Edit a Customer's Name

Do you need to make an edit to a customer's name? Follow this guide!

Updated over 3 weeks ago

Is one of your customers is asking you to "change" or "edit" their name?

If a customer asks to change or edit their name, there are two ways this can be done depending on whether they are a member.


Option 1: Admin Updates the Name (Members Only)

If the customer has an active membership, you can edit their name as an admin.

Steps

  1. Go to Memberships in the top menu bar

  2. Find the relevant membership plan

  3. Click the User + icon

  4. Find the active member and click the pencil icon to edit their name

โš ๏ธ Important

  • You can only edit names for active memberships

  • Paused or canceled memberships cannot be edited

  • If the customer is not a member, they must update their name themselves using Option 2 below

Option 2: Customer Updates Their Own Name

Step 1: Have the customer head to this website link and login using their cell phone number on file: https://app.birrdi.com/u/account

Step 2: The customer can now EDIT their name, once done click SAVE!
โ€‹Side note: customers can add or edit their email here as well.

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