Go to Customer Management > All Customers in the sidebar, then click "+ Add Customer" in the top right. (A + Add Customer shortcut also lives in the sidebar under Customer Management for quick access.)

You can also add a customer without leaving an invoice: type the name into the customer box on a new invoice and, if nobody matches, pick "Add <name> as a new customer" from the dropdown or press Tab. The New Customer window opens with the name already filled in.

Always required

  • First Name
  • Last Name

Everything else is optional unless your shop says otherwise. Under Settings > Invoicing > Required Fields, an Owner or Store Manager can make email, phone, address, city, state, or ZIP mandatory. Anything your shop requires is marked with a red asterisk on the New Customer window when you add a customer from an invoice, and the invoice will not save without it.

Other fields

  • Phone number. Once you enter a phone number, an SMS Opt-In checkbox appears below it (defaults to checked). Leave it on to send SMS to this customer; uncheck if the customer has explicitly opted out.
  • Email address
  • Address: five separate fields (street, unit/suite, city, state, zip)
  • Alternate phone
  • Birthday and Anniversary (for marketing)
  • Notes (internal notes about the customer)

Click "Save" to create the customer record. You can add vehicles to the customer after creating them.