Add a New Customer

1. To create a new customer in the Customer Module App, start by selecting the Directory in the left side navigation menu. This will take you to the Customer Directory page.
   
   
   
   
2. At the top-right corner of the screen, click the Add Customer button. This will direct you to the Add Customer screen.
   
   
   
   
3. You’ll be prompted to enter the customer's information in a structured form. Fill in the following fields:
   
   
   • First Name 
   • Last Name
   • Phone Number – This may be used for SMS marketing or identification
   • Email Address – Optional, but required for email campaigns or receipts
   • Sign up location 
   • Business name
   • Business ID 
   • Business Tax ID 
   • Address – Include street address, city, and postal code
   • Toggle if User is active
     
     
4. Once the form is completed, click the Save button located at the top right and bottom right corner of the screen to create the new customer profile. A banner will confirm that the customer has been added successfully.
   
   

 

 

 

 

 

 

 

Step-by-step summary

1. Click Directory in the side navigation

2. Click the Add Customer button on the top-right.

3. Enter customer information in the provided fields 

• Optionally assign the customer to a group or enroll in loyalty.

4. Click Save to confirm or Cancel to exit (confirmation required).