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How do I add a new customer?
How do I add a new customer?

Sometimes you might need to add a customer manually, for example when receiving a phone order from a new customer.

Updated over 2 years ago
  • Enter the customer's name

  • Email address 

  • Phone number

Now this customer is in your system, but they will still need to provide their documentation (ID, and rec if medical).

They will automatically receive an email with instructions to easily upload their documents.

You can create a customer with only their name and phone number, but it is much easier to stay in contact with them if you have their email also.

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