ISPilot Docs

Customers

Customers

Add the people who buy from you, put them on a plan and see their history.

Video Add and manage customers 1:25

Add a customer

Customers can sign themselves up on your portal, or you can add them yourself:

  1. Open Customers and select Add Customer.
  2. Enter a username and password. The customer logs in with these.
  3. Choose the service type. This decides whether they see Hotspot or PPPoE plans.
  4. Save, then put them on a plan.
The customer list with search, status, service type and actions for each customer.
Each customer has View, Edit, Recharge and Message actions. Demo data shown.

Your account starts with Sample customers. Give one a password to try a login, or delete them.

Put a customer on a plan

WhenUseWhat happens
They paid you in cashRechargePick the customer, router and plan. The sale is recorded and the customer is switched on.
They have a voucher codeRefillPick the customer and type the code.
They want credit for laterDeposit BalanceAdd to their wallet. They can then spend it on plans.

See who is active

Active Customers lists every subscription: who is on what, and when it expires. Use it to renew someone, or open a row to extend, sync or deactivate that subscription.

Keep extra details

To record something such as an ID or house number, add it in Settings > Custom Fields. It then appears on the customer form.

Deletion requests

When a customer asks to export or delete their data, the request appears in Deletion Requests. Review and action each one.