Searching for Customers

Training Videos

Check out the Stronghold Dashboard Overview Video Series where you will find a video on each tab in the dashboard including the Customers tab. It is perfect for an introduction or a refresher.

How to Search for a Customer

  1. Log into the Dashboard
  2. Click Customers on the top menu bar
  3. Search by First Name, Last Name, Mobile phone number, or email address
If you’re having trouble finding a customer by name or email, phone number tends to be the most unique identifier
  1. Click on the customer's profile to bring up their details
  2. You’ll be able to see their Contact details, Active Payment Sources, and Recent Transactions

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