Sometimes you need to add a customer manually for example, when you`re setting them up for a phone order or creating an account on their behalf before they`ve registered themselves. This creates a full customer record you can use straight away.
What you can do here
- Create a new customer record with their contact and address details.
- Set a Members Level for the customer if you use loyalty pricing.
- Add business details, including billing company name and ABN, for business customers.
Step by step
- Go to Customers in your dashboard.
- Click Add Customer.
- Fill in their name, address, email, phone and password details.
- Add a Members Level and business details if relevant.
- Save the record.
Tips
- Each customer needs a unique email address you`ll get a warning if the email is already registered.
- Once added, you can immediately place a manual order for this customer without them needing to check out themselves.
Ask the assistant
The AI assistant can help you manage this directly. Try:
- "Add a new customer called Sarah Jones with email sarah@example.com"
- "Set up a business customer account for a florist wholesaler"