Training


Go Back
Customers

How to add a customer

Back End

1.

To create a customer, Select “Customers” on the Navigation Bar on the left. Your customer list will appear with all your currently saved customers. In order to add a customer, hit the “+add customer” button on the top right of the table.

2.

The add/edit pop up menu will now appear. Fill out each box with the information matching your customer.

3.

Once you have filled out each field to the best of your ability. Hit “Save” and the bottom right of the pop up box to create your customer.

4.

You will now see your new customer appear on the customer list.