Adding a new customer (one by one and in bulk)
Learn the fields in the Add Customer window, the guardian mechanism, billing information and the Bulk Add Customers wizard for back-to-back records.
Last updated: 3 Ağustos 2026
The New Customer button at the top right of the Customers page opens a window with two tabs: Customer Information and Billing Information. Only the First Name and Last Name are required — every other field, phone included, is optional.
Customer Information tab
First Name / Last Name: required fields.
Phone Number / Second Phone Number: entered with the country code; SMS notifications go to the primary number.
E-mail: the digital notification channel.
Instagram Username: written without the @ sign — it is used to match incoming messages to this customer in the Instagram messaging integration.
Gender and Date of Birth: demographic details; the date of birth is picked quickly with the year/month menus.
Registration Date: if you leave it empty, today's date is assigned; when migrating from an older system you can enter a backdated value.
Tags: multi-select tags for splitting customers into internal segments.
Source / Channel: where the customer came to the business from (Instagram, signage, word of mouth...). If you have the permission you can type a name and add a new channel with "Create"; picking "Referral" opens a "Referring Customer" search underneath.
Guardian: if you are adding a customer with no phone of their own (a child, a spouse, a relative), search for and select the guardian customer who owns the phone and acts on their behalf — appointment and finance notifications go to the guardian's phone.
Address: country/province/district menus and a full address field.
Notes: critical remarks such as allergies or special preferences.
Billing Information tab
Entering billing information is optional; if you leave it empty, sales are sent to the POS as an end consumer. You can enter Invoice Type (Individual/Corporate), National ID No., Title, Tax No. and Tax Office, province/district and the billing address. Province and district are required before an invoice can be issued.
The Save button adds the customer and refreshes the list; if the same phone number is already registered to another customer, the system warns you.
Bulk Add Customers
If you are going to record many customers back to back, use the Bulk Add Customers button on the list. The three-step wizard takes the basic details for each customer and, if you want, also lets you make a package sale and a subscription sale in the same flow (these steps can be skipped). The "Save and Add Another Customer" button resets the form and moves on to the next record.
If you already have an Excel/CSV list, use the "Import" wizard instead of adding customers one by one — see the related article.
In the form that the Add button on the customer list opens, only the First Name and Last Name are required. You can also enter phone, second phone, e-mail, gender, date of birth, tags, customer source (if you pick Referral, the referring customer), province/district, full address and a note.
Billing information (national ID / tax number) is not part of the mobile form — if you need it, enter it from the "Billing Information" tab of the customer edit screen in the web panel.