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How to Add Customers

Learn how to add customers to your customer list so you can track their information, manage their bookings, and send them package invitations. Adding customers to your customer list is the first step in managing your customer relationships.

How to Add Customers

Before You Begin

  • Ensure you have owner or admin permissions
  • Have the customer’s email address (required)

Steps

Step 1: Open the Create Customer form

  1. Go to Contacts > Customers
  2. Click Create customer (top right)

Step 2: Enter customer information

  1. Email (required) — must be a valid email format
  2. First name and Last name — required if inviting the customer to manage their account
  3. Phone number (optional)
  4. Invite customer to manage this account toggle:
    • On: customer receives an email invitation to register and can log in
    • Off: profile is created without sending an invitation
  5. (Optional) Select a Product to invite them to purchase; set a custom price if the product supports variable pricing. Note: product invites require Stripe to be connected.

Step 3: Save

  1. Click Send invite (if inviting) or Create customer
  2. After creation, you can view their profile or add another customer

Tip: To add multiple customers at once, use Import customers in the Tools menu.

Troubleshooting

“Create customer” button isn’t visible. Only owners and admins can add customers.

“Email is invalid” error. Check for typos or a missing @ symbol.

“First name is required” or “Last name is required” error. These fields are required when the invite toggle is on.

“Invites can only be sent for products managed via Stripe.” Select a Stripe-connected product or leave the Product field as None.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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