Add a customer

Open in dashboardCustomers↗

Overview

Add a customer so they can earn loyalty points, be targeted by promotions, and have their sales and prescriptions tracked over time.

When to use it

• Registering a first-time customer at the counter
• Onboarding a VIP before their first visit
• Importing customer info collected through a sign-up form

How to use it

1. Open Customers↗.
2. Click Add Customer in the page header.
3. Fill the form:
   • First name (required)
   • Phone, email, Line ID
   • Date of birth, gender
   • Tourist / resident flag, nationality
   • Referral source
   • Document ID (passport, national ID, etc.)
   • Address
   • Loyalty opt-in
4. Click Save — the customer appears in the list.

Tips & gotchas

• First name is the only required field.
• Email, if provided, must be valid format.
• Phone can be any 10-15 digit format.
• Loyalty points start at zero — adjust them later via the customer profile.

Related

• Customer profile
• Manage loyalty points
• Customers overview