Create a Customer from the Register

October 01, 2024October 01, 2024

Steps for Creating a Customer in the Register

  1. Click the Register Button in the upper left.
  2. Click the + next to customer search to create a new customer.
  3. Enter the customer's First and Last Name.
  4. All other information is optional, although it is recommended to enter their Email Address.
  5. If they opt in to receive promotional emails from you, check the box for the mailing list to add them to the list.
  6. Click Save at the bottom of the panel, and the customer will be loaded into the Register.

For more detail on creating and editing Customer info, click here: Adding and Editing Customers.