How to Add a New Customer to the System
This article walks through how to add a new customer directly from the Manage Customers area of the admin console.
Adding a New Customer
Go to the menu on the left hand side, click Customers, then click Manage Customers.
This shows a full list of all of your existing customers.
To add a new customer, click the three dots on the right hand side and select Add New Customer.
Fill out the relevant information, including company name, phone number, and email address, then click Add.
Common Questions
Where do I go to add a new customer manually?
Go to Customers, then Manage Customers in the left hand menu, click the three dots on the right hand side, and select Add New Customer.
What information is required to add a new customer?
You will fill out the company name, phone number, and email address, then click Add to save the customer.
Where can I see all of my existing customers?
The Manage Customers page under the Customers menu shows a full list of all customers currently in the system.