Add a customer

How to add a customer

1. In the sidebar, go to Customers. 2. Choose one of the following: - New Customer (button with a plus icon) on the main Customers list, or - Create customer on the empty state page if you do not have any customers yet. The Create customer action on the empty state and New Customer on the list both open the same new-customer form.

Fill in the form

The form is split into sections (use the in-page sub-navigation to jump between them):

Customer details

- First name and Last name (required) - Email (required) — this is the primary contact email for the customer. - Phone (optional)

Address

- Address line 1, Address line 2 - Region, Postcode - Country (searchable list) The form may default the country to your venue’s country for new customers.

Marketing

- Opted in to marketing — whether the customer is opted in to marketing communications (you can set this when creating the record).

Save

Select Save. After a successful save, you are taken to that customer’s profile page where you can add participants, view orders, and (depending on your settings) manage wallets and invites.

Notes

- If you had no customers before, the system updates so the full Customers list is available after the first one is created. - To change most details later, use [Edit a customer](edit-a-customer.md). Note that email is only editable in specific cases when creating a new record; for existing customers, the platform may lock email to protect account integrity.