Add a customer manually
Create a customer record for someone who contacts or orders from you directly.
What to do
- Open Customers and select Add customer.
- Enter their First name and Last name.
- Add the optional Email and Phone if you need them for this customer relationship.
- Add an optional Note for your team.
- Choose Add customer and review the saved record.
What happens next
The customer is added to your list without being opted into promotional emails.
Good to know
For a payment-link order, provide a valid customer email so they can receive the link.
