👤 How to Add a Customer to Your Store

Adding customers to your store helps you keep track of sales, offer personalized service, and build lasting relationships. You don’t need any technical skills—just follow these simple steps!

📍 Step-by-Step Guide

1. Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
2. Go to Customers: Select Customers from the menu list. This is where you’ll see all your existing customers.
3. Add a Customer: Click the Add Customer button (usually at the top right or bottom of the customer list).
4. Enter Customer Details: Fill in the customer’s information. See overview for what each field means.
5. Save Customer: Click Save. The new customer will now appear in your customer list and can be used for orders, loyalty, and more.

💡 Tips

• You only need a name to add a customer, but more details help you serve them better.
• Use the Notes field for anything special about the customer (e.g., “Prefers window seat”).
• Adding a phone or email lets you send digital receipts and promos.
• You can always edit or delete customer info later if needed.
• Encourage staff to add new customers at checkout for loyalty programs.

🛠️ Best Practices

• Double-check spelling to avoid duplicate customer entries.
• Ask for permission before adding contact details for marketing.
• Use birthdays and notes to personalize service and build loyalty.
• Keep customer info up to date for smooth communication.

For more information on managing customer relationships, check the documentation or contact support.