How to: Create a new customer profile on PowerBoard

Welcome to the PowerBoard Dashboard tutorials. In this video we’ll provide an overview on how to create a New Customer Profile within the PowerBoard portal. With customer profiles you can set up a unique Customer ID and link payment methods, automatically allowing you to process future payments, creating a faster and more convenient payment experience. The data in these profiles can also be used to gain better insights into your customer’s payments. To access the Dashboard, you’ll need to log in using your credentials. Head over to the Customers tab, where you’ll be taken to the Customers page. Select Add new, then complete the customer’s Personal Information fields. You can use the Customer reference field if your business has an invoice, policy number or reference number you’d like to assign to the profile. Then complete the Billing Address fields if required. The next section is Payment Information where all fields are mandatory. From the Service Name down drop, select your customer’s payment service. Let’s select Mastercard for this customer.

Enter the card holders name as it appears on the credit card, followed by the card number and expiry date. If available also enter the CVV. To complete the process click Add Customer. A notification will appear confirming the customer profile has been created successfully and a profile for your newly created customer will be added to your page. Discover more new features on the PowerBoard Developer Hub.