How to Add a Customer

Step 1: Navigate to the Customers Tab

• Start by navigating to the customers tab.

Step 2: Access the "Add New Customer" Button

• In the top right corner of the screen, you will see a button labeled Add New Customer. This button is located to the right of the Import Customers option.
• Click on Add New Customer.

Step 3: Fill out the Lead Profile

• A new page called "create lead profile" will pop up.
• You will need to fill out the following details for the new customer:
  • First name and last name
  • Suburb
  • Phone number
  • Business name (if applicable)
  • Email
  • Other details

Step 4: Save the New Customer

• After you have filled out all the necessary information, click on Add Customer.
• The new customer will now appear in the customers tab.