To create a new customer in the system, follow these steps:
Navigate to new customer creation
Go to Dashboard.
select Members.
Select + New member.
Fill in customer details
Upload Photo
Click Upload photo to add a profile picture.
Supported formats: *.jpeg, *.jpg, *.png, *.gif.
Maximum file size: 10 MB.
Personal Information
First name: Enter the customer's first name.
Middle Name: (Optional) Enter the customer's middle name.
Last Name: Enter the customer's last name.
Email address: Enter a valid email address.
Phone Number: Enter the customer's phone number.
Birthday: Enter the date in the format DD.MM.YYYY.
Gender: Select the customer's gender.
Address Information
Address line: Enter the customer's address.
Postal code: Enter postal code.
City: Enter the city name.
Country: Select your country from the drop-down menu.
Additional info
CVR number: If the customer represents a company, state the company's CVR number.
Are sub-accounts?: Check if the customer is a sub-account of an existing master account.
Save member
When all required information has been filled in:
Click Save or Create Customer to complete the creation.
Note
Make sure that the email address is unique and not already registered in the system.
All fields marked as mandatory must be completed.
Do you have any questions?
If you have problems with members, you are always welcome to contact us for help.