How to Add a Customer to Your Store

Adding customers helps you track sales, offer personalized service, and build lasting relationships. Follow these steps to add a new customer.

Step-by-Step Guide

1. Open the sidebar menu.

2. Select Customers from the menu. You will see all your existing customers here.

3. Click the New Customer button at the top right of the customer list.
4. Enter the customer's information. See the field explanations for details on each field.
5. Click Save. The new customer appears in your list and can be attached to orders.

Tips

• You only need a name to add a customer. More details help you serve them better.
• Use the Notes field for anything special about the customer (e.g., "Prefers window seat").
• Adding a phone or email lets you send digital receipts and promos when those channels are enabled.
• You can always edit or delete customer info later.
• Encourage staff to add new customers at checkout when your workflow calls for it.

Best Practices

• Double-check spelling to avoid duplicate entries.
• Ask for permission before adding contact details for marketing.
• Use birthdays and notes to personalize service and build loyalty.
• Keep customer info up to date for smooth communication.