The Client’s Menu allows you to manage information for existing customers who have signed contracts.
Note #
In LikeIT Social, a Client refers to a customer who has at least one valid contract.
Management #
Click the Client you want to manage in the list to go to the Client Profile screen.
- You can check the Client’s information.
- If the customer has never received an invitation email, click the [ Send invitation E-mail ] button to send the LikeIT Social invitation email.
- If there is a [ Reset password ] button, it means an invitation email has been sent to the customer. If the customer has forgotten their password or requests a change, you can send a temporary password email by clicking the button.
- In Businesses section, you can check and manage the business information owned by the Client.
- Business Management: Click the business to go to the business profile screen.
- Business Registration: Click the [ Add Business ] button to register the Client’s business.
- Business Deletion: Click the delete icon to delete the Client’s business.
- In Contracts section, you can check and manage the contract information for the Client.
- Contract Management: Click the contract to go to the contract management screen.
Modification #
Here’s how to modify a Client:
- Click the edit icon.
- After moving to the Edit Client screen, enter the information you want to modify.
- For clients who can log in, you can change their password through Change Password.
- Once the modification is complete, click the [ Save ] button.
- ✅ Done
Deletion #
- You can delete a Client by clicking the delete icon of the Client you want to delete in the Clients list.
- You can delete from the Edit Client screen by clicking the [ Delete this account ] button at the bottom left.
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