You have the opportunity to create a new customer in most workflows throughout the software.
- Go to Customers in the left sidebar (desktop) or hamburger menu (mobile).
- Click the + Add Customer action in the upper right corner.
- Customer Name (required) = enter the name of your customer
- Email = enter the primary email address for your customer. An email address is not required to create a customer, but a valid email address is required to send messages and notifications.
- Phone Number = enter the primary phone number for your customer
- Address = primary address for your customer including street address, zip code, city, and state. Zip code is a lookup function so entering a valid zip code will automatically populate city and state.
- Notes = add any key information you need to remember about this customer. Light formatting is available. This is for internal purposes only. Customers cannot see the notes on their profile.
- Click Create and you are all done!