Using & Managing Customer Accounts with Bold Checkout

When a customer places an order and saves their credit card for future orders, they will be listed in Bold Checkout's admin under Customers whether or not they have an account on your store.

Bold Checkout customers are connected to the profiles and accounts in commercetools. If a customer's logged in to their store account, they will be able to use any stored credit cards associated with that email, inside of Bold Checkout.

Customer creation process

When a customer places an order through Bold Checkout, the customer's profile will be added to your store. If the customer's profile already exists, the order will be added to the profile.

Your customers can create an account on your store. When a customer chooses to save a credit card, they will then be added to the customer page in Bold Checkout.

Customers cannot be manually added into Bold Checkout.

Find a customer in Bold Checkout

If you have a lot of traffic going through Bold Checkout, it can be hard to find a particular customer in the Bold Checkout admin when navigating through the different pages. 

Bold Checkout has a built-in search function that allows you to enter a customer's name or email address.

1. From within the Bold Checkout admin, select Customers. 
2. Select the Search field and begin typing in a customer's name or email address. 

Add a new card to a customer profile

Bold Checkout allows you to enter a new payment method for existing customers in the app.

This can be useful if customers have issues adding a new card or would like a new card to be present in the checkout prior to placing an order through your store.

1. From within the Bold Checkout admin, navigate to Customers.
2. Find the customer by searching the customer's name or email address.
3. Click the Edit icon next to the customer you would like to add a new credit card to.
4. Click New credit card.
5. Enter the credit card number, CVV, expiry date, and billing information.
6. Click Next.
7. Optional: Select the checkbox next to Use this as your default card if you want the new card to be the default card. 
8. Click Save Card.
9. Click Close.

Change a customer's default card

If a customer has more than one card saved to their profile and would like to select a different card as the default payment, the default card can be changed in either the Bold Checkout admin, or on the checkout page when a customer is placing an order on your store.

If a customer would like the default payment to be changed prior to entering the checkout, please follow the steps below.

1. From within the Bold Checkout admin, navigate to Customers.
2. Find the customer by searching the customer's name or email address.
3. Click the Edit icon next to the customer in question.
4. Select Change defaults. 
5. Select the radio button next to a card that you would like to set as the default card.

   Note: If another card is not available, please visit Add a new card to a customer's profile above for steps on adding a new card.

6. Click Save changes.
7. Click Close.

Edit an existing card / billing address

By default, customers cannot edit an existing card in the checkout. Customers will need to delete and re-add the card again on the checkout page.

If a customer does not want to go through the hassle of deleting and re-adding a card or changing their billing address, the information can be updated in the Bold Checkout admin. 

1. From within the Bold Checkout admin, navigate to Customers.
2. Find the customer in question by searching the customer's name or email address.
3. Click the Edit icon next to the customer you would like to edit a card for.
4. Select either Edit card or Edit billing. 
5. Enter the relevant information in all fields.
6. Optional: Select the checkbox next to Use this as your default card if you want the new card to be the default card. 
7. Click Save card.
8. Click Close.

Delete a customer's card

Customers may request to have their card removed from your store's checkout for several different reasons. If your customer is not able to remove the card from the Bold Checkout's checkout page, the card can also be removed from within the Bold Checkout admin.

1. From within the Bold Checkout admin, navigate to Customers.
2. Find the customer that you would like to delete by searching the customer's name or email address.
3. Click the Edit icon next to the customer you would like to remove a card from.
4. Under the card that needs to be removed, click on the grey X icon.
5. Click OK.
6. Click Close.

Delete a customer

If a customer requests to be removed from your store, they can be manually deleted in the Bold Checkout admin.

1. From within the Bold Checkout admin, navigate to Customers.
2. Find the customer by searching the customer's name or email address.
3. Click on the X icon to the right of the customer in question. 
4. Click OK.