Create A Customer
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:
- Click the person icon to go to the Customers Page.
- Click the + Add icon in the top right corner of the page.
- Enter the customer's information (payment information is optional) and click Create Customer.
- The customer will be a Managed Customer until you change that or they create a password through the app.