Adding a new customer to my customer database

In what ways can a customer be added to my customer database? 

There are two ways that a customer can be added to your customer database:

1. When a customer orders from your website or mobile app and does not check out as a guest, it requires them to provide their email address, which automatically adds them to your customer database.  

2. You can manually add a customer from your Direct Ordering Admin Panel outlined in the steps below. 

Manually add a new customer to my customer database

1. In your Direct Ordering Admin Panel

2. Go to Customers > Customer Management

3. Click the + New Customer button. 

4. Enter known customer details > click Submit to save your changes. 
   Note:  Mandatory fields are indicated by a red asterisk.  For enhanced security, kindly instruct the customer to request a new password from your online ordering website using their new email address. This approach ensures a secure verification process confirming the new email account's rightful ownership while also preserving the customer's Order and Loyalty point history. 

The screen recording below demonstrates how to manually add a new customer to your customer database: