Adding a New Customer
To add a new customer, follow these steps:
- Click the New Customer button at the top of the page.
- A Customer Details form will appear (see screenshot below).
- Fill in the following fields:
- First Name (required)
- Last Name (required)
- Email (required)
- Phone Number (optional)
ℹ️
If phone number is provided, then country code is mandatory.
- Click Save to add the new customer, or click Cancel to discard changes.
Pending status means that the customer was created by you. In order to move him/her to Active status, either the customer must register (either alone or through your invitation) or you must forcefully activate him/her through the Reactivate option in the More Actions 3-dots button.
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