Customers
Add or edit customers
Find customers by name or phone and open their profile to view or edit details.
Step by step
- Open “Clients” from the sidebar.
- Search by name or phone first to avoid duplicates. Open the correct profile and check its details; on a phone tap the card and on desktop use the row’s link.
- For a new person, select “New customer”. Name is required; phone and email are optional. Complete the fields your business displays, including those marked required.
- Save and wait for confirmation, then search again to check the details. If the phone or email is already registered, the existing profile opens for editing: verify the person’s identity before changing it.
- To correct details, as owner open the profile and select Edit; change only what is needed, save and check the result. Collaborator accounts have limited access to related customers and do not show every owner control.
Feature availability depends on your plan and permissions.