You can add a new customer from the Customers screen or right from a new order. Either way, the customer is saved to your business so you can find them next time.
Use this if you want to create a profile for a first-time customer so you can take their order, send them text updates, and track their history.
Before you start
You've started a session in the Cents Employee App.
You have the customer's first name, last name, and phone number. Email is optional.
Option 1: From the Customers screen
Tap the menu icon (3 lines, top left) and select Customers. You can also tap Customers on the Home screen.
Tap + to add a new customer.
Enter the First Name, Last Name, and Phone (all required). Add an Email if you have it.
Choose their Preferred language (English or Spanish), then tap Save.
Option 2: While starting an order
Tap New Service Order or New Product Sale on the Home screen.
On Who is the customer?, search first to make sure they aren't already saved. If not, tap + Add new customer.
Fill in the same customer details and tap Save. You'll go right back to the order with the new customer selected.
Troubleshooting
The Save button is grayed out?
First name, last name, and phone number are all required. Fill in all three.
Getting an error that the phone number already exists?
That customer is already saved at your business. Search by their phone number and select the existing profile instead.
The customer isn't getting texts in their language?
Open their profile and check the Preferred language. Text updates are sent in the language selected there.
Can't find a customer you just added?
Search by phone number. Names can be spelled differently, but the phone number is unique.
Need assistance?
Feel free to text our Cents Support team at 888-302-8809.