Add a customer to keep their contact details, orders, and fit information together. Start from the homepage or Customers. Both options open the same form.
Start from the homepage
Select Create customer to open the form.
Homepage — select Create customer
Start from Customers
Open Customers, then select Create customer. Search the customer list first to check whether a record already exists.
Customers — search existing records or select Create customer
Enter customer details
Complete the fields marked with an asterisk (*). The fields you see and the details you must enter depend on your shop settings.
Example customer — Alex Morgan
1. Add basic information
Enter the customer’s first and last name. Add their email address, phone number, date of birth, and any other details you need.
2. Add more details
Open Address information to add an address. Open Company information to add company details. Open Advanced information for any extra fields your shop uses. Leave optional fields blank if they do not apply.
3. Review and create
Check the details, then select Create Customer. A “Customer created” message confirms that the record has been added.
4. Find the customer
Open Customers and search for the customer’s name. Select their name to open the record.
If you cannot create the customer, check each section for required fields and complete any missing details. Your shop may require more than a first and last name.
Adjust customer fields
Use Customer Fields to choose which details your shop collects and shows. These settings apply to the shop’s customer fields, rather than one customer record.
Open Other → Shop Settings → Customer Fields.
Customer Fields — choose which fields appear
1. Choose how each field is used
Find the field you want to change. Use the controls described here. Scroll across the table if Required is not visible.
Show in form: Show or hide the field in the customer form.
Show in overview: Show or hide the field in the customer overview.
Required: Require a value before a customer can be saved. Turning this on also turns on Show in form.
2. Save the settings
Select Save changes. Open Create customer again to check the form.
Add a custom field
Select Add field in the Basic, Address, Company, or Advanced group. Enter a field name, then select Add field. Set its visibility and required status, then select Save changes.
Drag a field’s reorder handle to change its position within the group. Use a custom field’s actions menu to edit its name or move it to another group.
If you leave with unsaved changes, choose Save and leave to keep them, Discard to remove them, or Keep editing to return to the settings.