From the Details tab of a customer's profile, you can update their name, email address, and internal notes.
Important: A customer's Name and Email Address are visible to the customer and can be changed by them at any time from their Birrdi account. Internal Notes are only visible to staff.
Editing a Customer's Name
Open the customer's profile.
Select the Details tab.
Click Edit Name.
Update the customer's First Name and/or Last Name.
Click Save.
At least one of the name fields is required.
Important
Any name changes you make are immediately visible to the customer.
Customers can update their own name at any time from their Birrdi account, so they may overwrite any changes you make.
Editing a Customer's Email Address
Open the customer's profile.
Select the Details tab.
Click Edit Email.
Enter the new email address.
Click Save.
Important
The email address is also controlled by the customer.
If they update it later from their Birrdi account, their change will replace yours.
Adding Internal Notes
Internal Notes are designed for staff only.
Customers can never view these notes.
To add or edit a note:
Open the customer's profile.
Select the Details tab.
Click Add Notes.
Enter your note.
Click Save Notes.
Internal Notes are useful for recording:
Customer preferences
Special accommodations
Account history
Follow-up reminders
Staff-only information
If no note has been added, the Details tab displays None.
Internal Notes are also included when exporting an individual customer to CSV.
Common Questions
Can customers see changes to their name or email?
Yes.
Any changes made to a customer's name or email are visible in their Birrdi account.
Customers can also edit this information themselves at any time.
Can customers see Internal Notes?
No.
Internal Notes are completely private and are only visible to staff within Birrdi.
Can I remove a customer's name completely?
No.
Every customer must have at least a First Name or Last Name.