Customers
The Customers Page in Dodo Payments allows merchants to manage their customer relationships by providing a detailed view of all customers who have made a purchase.
Customers Page
Merchants begin by logging into the Dodo Payments dashboard and navigating to the Customers section. This section provides a complete view of all customers who have interacted with the business.
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How to Access:
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From the dashboard, click on Customers in the navigation menu.
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The Customers Page will display a list of all current and past customers.
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Customer Details
On the Customers Page, merchants can see an overview of their entire customer base. This list provides basic information for each customer, such as:
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Customer Name: The full name of the customer.
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Email Address: The customer’s email address for communication.
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Last Transaction: The date of the customer’s most recent purchase or payment.
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Subscription Status: If applicable, shows whether the customer has an active, paused, or canceled subscription.
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Search and Filter: Merchants can search for specific customers or use filters to narrow down the list by purchase history, subscription status, or recent activity.
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Download : Merchants can download the list of merchants for the selected date range in CSV format
Customer Portal
The Customer Portal offers a seamless self-service experience, allowing customers to manage Subscriptions, Billing, License Keys and Profile information.
How it works?
Your customers can access the Customer Portal through a link that you share with them. This can be either a static or a dynamic link.
Static Link
A static link allows any customer to request access to the Customer Portal by entering their email address. This link never expires.
Merchant Flow
- Go to Sales→Customer.
- Click on share invite
- Copy the link under static link to share it with your customer.
Customer Flow
- Customer visits the static link you share.
- Customer enters their email address
- Receives a link to login to their customer portal.
Dynamic Link
A dynamic link is a personalized, one-time link that grants direct access to the Customer Portal. This magic link expires in 24 hours.
Merchant Flow
- Go to Sales→Customer.
- Click on share invite
- Copy the link under Dynamic link to share it with your customer.
Customer Flow
- Customer visits the Dynamic link you share.
- They are taken directly to the Customer Portal without needing an access link.
Customer Portal Features
Billing History
- Displays a list of all past transactions.
- Provides an option to download invoices.
Subscriptions Management
Lists all subscriptions. Allows customers to cancel their active subscriptions.
License Keys
Shows all license keys issued to the customer.
Profile
Displays the customer’s configured name, email, and phone number.