Use this when someone wants to buy from you but has not signed up on your website yet. You never type a password for your customer. They choose their own.
Before you start
- You need your customer's email address and first name. Last name, Phone and Company are optional.
- The email must not already belong to a customer or a staff member of your brand. Customers and staff need separate emails.
- If you do not see Add customer, your role does not allow it. See What each staff role can do.
Steps
- Sign in to your brand admin. See Open your brand admin.
- In the menu, open Customers → Customers.
- Click Add customer.
- Type the Email and First name. Add Last name, Phone and Company if you have them.
- Click Create customer.
What happens next
You see "Customer added. We emailed them a link to set their password." and the new customer's page opens. The link in the email works for 7 days. Once your customer chooses a password, they can sign in to your client area.
Adding a customer does not sell them anything. To make an order for them, click Place Order on their page.
Common problems
It says the email already belongs to a customer
That person already has an account with your brand. Click Open customer in the message to go to it.
It says the email is a staff sign-in
Customers and staff need separate emails. Use a different email for the customer account.
It says I added many customers in the last hour
There is a limit on how many customers you can add in one hour. Wait a while and try again.
My customer did not get the email or the link stopped working
Ask them to check their spam folder. They can also go to your sign-in page and click Forgot password? to get a new link.