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Adding a new client

Clients can create their own accounts but you can also quickly add them to your system for in person check out or purchase.

Updated over a year ago

Please see step by step instructions for adding a client manually from the dashabord πŸ’ƒ

1. From the sidebar click on Customers

Click on Customers

2. Click on Clients

Click on Clients

3. In upper right hand corner, click on Add new

Click on Add new

4. Type first name

Type "Coco"

5. Type last name or first letter of last name

Type "C"

6. Type email address

Type "<a href="mailto:support@arketa.com" target="_blank" rel="nofollow noopener noreferrer">support@arketa.com</a>"

7. Click on Add new client πŸ’ƒ

Click on Add new client

πŸ’‘ Hot tip! You need a minimum of first and last name and email address to create a client! You can certainly add more info and you can create settings for making phone number mandatory when client joins using Custom Fields!

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