Step 1: Go to the Customers Page
From the left-hand menu, click Customers.
Step 2: Add a Customer
Click + Add Customer.
Enter the following customer details:
Name
Email
Optional billing details
Optional shipping details
Once completed, click Add Customer.
Your customer will then be saved and available in the Customers page.
Step 3: Automatic Customer Creation
Customers may also be created automatically when a shopper completes a payment.
This helps keep your customer list up to date without requiring manual entry each time a payment is made.
Tips
Add billing and shipping details when available for more complete customer records
Use accurate customer email addresses to help with tracking and communication
Review automatically created customer profiles to ensure details are correct
Keep customer records updated for easier management and reporting