How to Send a Confirmation Link to a Customer

This article explains how to resend a confirmation link to a customer. Every time a new customer signs up to your service, they get a notification to confirm their email. In cases where they lose that email, or you are making changes to their email address, you may need to resend the customer a confirmation link.

1. In Service View, from the navigation menu, select “Customers”. Then search for a customer’s name.

1. On the Customer Profile screen locate the “Customer Information” section and click on the three dots to the right. A drop down will appear, click on “Send confirmation link”.

1. In order to verify whether the email was confirmed or not, click on the arrow to the right of “Contact Information”. If it has been confirmed, you will see a message that indicates the date and time the confirmation email was sent. If not, you will see an Unconfirmed message here.