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How to create a contact manually ?

Add a customer directly to your database without going through a registration or an import.

  1. From Contacts, click New contact

  2. Fill in the fields :

    • First name, Last name, Email

    • Phone number (with country code)

    • Associated establishment

    • Marketing opt-in

    • Create a loyalty card

    • Create a bankroll (optional)

    • Tags to assign (if you have created any)

  3. Click Save

The contact appears in your database and can be found via the search bar or advanced filters.

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