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:
  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