Intro to Customer Profile Photos

Summary

This guide explains how to enable or disable the Customer Profile Photos feature, configure staff permissions, and manage profile photo notifications.

The Customer Profile Photos feature allows customers to attach a photo to their account, enabling Front of House (FOH) staff to verify customer identities.

Key functions:

• Admins can enable/disable the feature, configure staff permissions, and manage profile photo notifications.
• FOH Staff can upload, take, crop, and delete customer profile photos.

Step-by-Step Guide

1. Enable or Disable Customer Profile Photos

1. Navigate to the System Configuration module from the home page.
   
   
   
   
2. Click on Settings.
   
   
   
   
3. Select Manage Settings.
   
   
   
   
4. In the Category dropdown, choose Customers.
   
   
   
   
5. In the Name search box, type Profile Photos.
   
   
   
   
6. Click Edit on the right-hand side.
7. Select Yes to enable (or No to disable) and click Save.
   
   

Note:

• If disabled, photos will be deleted after 30 days but remain hidden as placeholders.
• If re-enabled within 30 days, the photos will be restored.

2. Add, Update, or Remove a Customer Profile Photo

1. Go to the Customers module and search for the desired customer.
   
   
   
   
2. Click the pen icon in the top-left corner of their profile.
   
   
   
   
3. Choose one of the following options:
   • Take a new photo using a webcam.
   • Upload a photo from your photo gallery.
     
     
     
     
4. Adjust the photo as needed and click Crop and Save.
   
   

The photo will then appear on the customer’s account.

Configuring Staff Permissions

1. Admin users navigate to System Configuration > Security.
2. Select a staff role.
3. Under the Customers module, tick or untick the box to grant or remove access to profile photo management for the selected role.
   
   

Managing Profile Photo Notifications

Feature available from December 28, 2022

Admins can set up banner notifications to remind customers to upload a profile photo.

To Configure Notifications:

1. Go to System Configuration > Settings > Manage Settings.
2. In the Category dropdown, select Customers.
3. Search for Notification reminder for uploading profile photo.
4. Choose one of the following options:
   • Never: No notification is displayed.
   • Countdown: Notification appears for a specified number of days or until the customer uploads a photo.
   • Indefinite: Notification remains until the customer uploads a photo.
     
     

If Countdown Is Selected:

1. Set the number of days the notification will be displayed via the setting Days until profile photo reminder is dismissed automatically.