Updating a Customer’s Phone Number

If a customer changes their phone number, it’s essential to update it in the Joe system so they can continue earning rewards at your shop. Follow these simple steps:

1. Log in to Merchant Manager.
2. Navigate to the Customers tab.
3. Use the search bar to find the customer by their old phone number.
4. Click the pencil icon to edit their profile.
5. Update the phone number field with the new number.
6. Click Save in the upper right corner.

Note: If the Save button is greyed out, make sure the customer has a last name entered in the Last Name field, as this is required to save changes.

Still Having Issues?

If you’ve followed the steps above and are still experiencing issues, please don’t hesitate to reach out to the Joe Success Team at support@joe.coffee. We’re here to help!