Creating New Customers

To create a new customer, simply click the Customers folder and then the "New Customer" Button as seen below:

Note: You can also search for your customers here by Name, Email or Phone Number

Fill in the customer information. If this is for testing purposes, use an alternate/personal email address if you would like to receive the email notifications from the system.

 

Note: If you ever need to download or view your customer database as a CVS file, click on the Reports folder and select the "Customers" report.