Customer Information and Preferences

Kelli Sturkenboom
Kelli Sturkenboom
  • Updated


In this video, Kelli explain how to edit a customer's information, manage their customer portal, and change their preferences.

00:00 Editing Customer Information

Read more: Account Details

00:55 Client Portal Creation and Management

Read more: Client Portal Overview & Activate client portal access

01:58 Updating Customer Preferences


Quickstart: Your First Steps with gaiia

This article is part of a guide with the objective of quick-starting you on your journey with gaiia. 

It covers the basics, and will offer links to additional documentation when relevant.

  1. Creating New Customers
  2. Using Workflows
  3. Adding Equipment
  4. Billing Actions
  5. Customer Information and Preferences

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