Add customer manually

Besides automatic registrations, you can add customers yourself.

Add customer

  • Go to Customers
  • Click + Add customer
  • Fill in the form
  • Click Save
  • Fields

    FieldRequiredPurpose
    --------------------------
    NameYesIdentification
    EmailNoNotifications
    PhoneNoContact
    NotesNoInternal info

    Tips

    • Always add email - For automatic reminders
    • Phone for WhatsApp - Useful for quick contact
    • Notes - Preferences, allergies, etc.

    Import customers

    Have many customers? Import them:

  • Go to SettingsImport
  • Download template (CSV)
  • Fill in your data
  • Upload file
  • Check and confirm
  • Or mail your file to support@clienta.nl - we help for free!