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Getting Started with Customers in Pebl

Updated over a month ago

Overview:

Pebl automatically captures customer details during Payment Link or QR code checkouts. You can also manually manage customer profiles for Tap to Pay transactions.

Step-by-Step Instructions:

  1. Navigate to the Customers tab in your Pebl dashboard.

  2. View all previously saved customer profiles in one place.

  3. Use the search bar to find a specific customer by name, email, or phone number.

  4. Select a customer profile to view details and transaction history.

FAQs and Troubleshooting Tips:


How are customer profiles created?
Automatically through QR code or Payment Link transactions, or manually for Tap to Pay.

Do I need to collect customer details for every transaction?
No—Pebl auto-captures details for Payment Links and QR payments.

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