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How to Add Customers #

You can build your client database by adding customers individually or importing a list in bulk.

Option 1: Manual Entry #

Use this method to add a single customer profile.

1. Navigate to Add Customer: Click the Add Customer button located in the top-right corner of the dashboard.
2. Enter Customer Details: Complete the profile fields in the pop-up form:
   • Customer Name
   • Email Address
   • Phone Number
   • Physical Address
3. Save: Click the Add Customer button at the bottom of the form to save the new profile.

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Option 2: Bulk Import (CSV) #

Use this method to upload an existing customer list.

Note: The Bulk Import feature is available exclusively on the Pro Plan.

1. Initiate Import: Click the Import button in the top-right corner.
2. Prepare Your Data:
   • Crucial Step: Download the Sample CSV File provided in the import window.
   • Verify that the headers in your file match the sample file exactly to ensure data maps correctly.
3. Upload and Import: Select your CSV file and click Import. This will automatically create profiles for all customers listed in the file.

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