An Overview of Helcim Customer Management
    • 13 Mar 2023
    • 1 Minute to read

    An Overview of Helcim Customer Management

    Article summary

    Helcim's Customer Manager collects and securely stores all your customer data in one central place, making it easy to manage your customers and update their information.

    When you're first setting up your Helcim account, it is helpful to review the Customer Settings which can be found under Settings to ensure when you create your first entry the data will be formatted in a way that works for your business.

    Once you have confirmed your Customer Settings, you're ready to get started by adding your first customer.

    The Helcim Merchant Platform makes it easy to manage your customer information and complete different actions including:

    If you would like to give your customers the ability to update and review their information, you can activate your Customer Hub. To get started with the Customer Hub, we recommend checking out our support articles on how to set up your customer hub.

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