Adding Customers
Build your database. You must create a customer before starting an order.
1
Open Customers Module
Tap the Grid Icon (Mobile) or the Customers link in the sidebar (Desktop). Click the "Add New Customer" button.
2
Fill in the Customer Form
Provide the following details:
- First & Last Name: For easy searching.
- Phone Number: Essential for SMS notifications.
- Email & Address: Optional details for detailed records.
3
Save Customer
Click "Save Customer" to add them to your database. You can now immediately link them to a new order.
Ready to Measure?
Once saved, this profile becomes the permanent "home" for all future measurements and order history for this client.
Customer Setup Tutorial:
