Adding Clients and Contacts
Desmond Teh
Last Update 2 months ago
1. Click Customers on the left side panel.
2. Tap New Customer button.
3. If you have not created a customer group yet, you can press the + button to create it first.
4. Fill in the Customer Details.
5. Fill in the Billing & Shipping and press 'Save and create contact' button.
6. After you press 'Save and create contact' button, you will jump to this page.
7. Choose the profile image, fill in all the details and password.
8. Set the permission for this customer and click ‘Save’ button.
9. You have now successfully created your customer profile and contact details.