Adding a customer

Keeping a customer register lets you track orders, apply group discounts and send marketing. Here is how to add someone.

Steps

1. Open Customers. From the menu, go to Customers → Customers.
2. Start a new record. Click Add Customer (the button with the +) in the top-right.
3. Choose the type. Under Customer Type, pick Private Customer or Business Customer. The form fields change to match your choice.
4. Fill in the details. For a private customer enter First Name (and optionally Last Name, Gender, Date of Birth). For a business enter Company Name and optional Contact Person.
5. Add contact info. Enter Phone Number and Email (both required), and optionally the Address Information fields.
6. Set preferences. Tick Marketing Consent, SMS Notifications or Email Notifications as the customer agrees, and add any Notes.
7. Save. Click Create Customer.

Good to know

The top of the Customers page shows cards for Total, Business, Private and Incomplete customers. To edit someone later, use the Search box, then click their row to open the record.

Tip: Only tick Marketing Consent and SMS Notifications when the customer has actually agreed — these control whether they can be included in SMS marketing campaigns.