Adding & Modifying a Customer (Manual Setup)


From the Dashboard, click Customers.

Click Create New.

Enter the Customer first and last name, email address, and other important Customer details relevant for your Business.

Click the Customer Type dropdown menu to select whether to add the Customer as a Contact or a Member.

Click the Calendar icon, then click the desired Join date that the Customer joined or made their first purchase. (This can be any past date.)

Click the Time Zone dropdown menu to set the Customer's time zone.

Edit additional Customer details as desired, then click Create.

The Customer will be created.

To modify Customer details, first navigate to the desired Customer entry. Mouse-over the Actions icon next to the desired Customer.

Click View.

Click Edit.

Edit Customer details as desired, then click Save.

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