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Create A Customer
Create A Customer
Nick Chapleau avatar
Written by Nick Chapleau
Updated over a week ago

There are three ways a customer can be created:

  • A customer can create their own profile on the Customer Mobile or Web App.

  • You can import a list of customers (see Import Customer and Import Route).

  • You can create an individual customer using the Create Customer function. To do so:

  1. Click the person icon to go to the Customers Page.

  2. Click the + Add icon in the top right corner of the page.

  3. Enter the customer's information (payment information is optional) and click Create Customer.

  4. The customer will be a Managed Customer until you change that or they create a password through the app.

Create a Customer
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