Add a New CustomerHow to manually add a new customer.
Check the “Active” button, and they will be sent an email asking them to complete the onboarding process. This process sets a password for them, has them fill out their address information, and choose if they want to get notifications about their pulls.
On the new customer form, you can also choose to fill out all of the information yourself, set their default discount rate, and even add notes to their account.
If you have questions, use the button below to send us a request and we’ll get back to you as soon as possible.