How To Add/Edit Customers

This article will show the two options to add and edit customers to you CashierLive database.

Now, we will guide you through the steps of adding and editing customers in CashierLive.

Option 1: Manually Adding/Editing Customers on the Website

Log in to CashierLive: Start by logging in to your CashierLive account. Once you're in, you'll have access to all the customer management features.

Navigate to Customers: Look for the "Customers" tab or section in the CashierLive dashboard. Click on it to enter the customer management area.

Add a New Customer: To add a new customer manually, simply look for the "Add Customer" button. Click on it to open the customer creation form.

Enter Customer Details: Fill in the necessary information for the new customer. Name, email, phone number, address—whatever you have available. The more details, the better! Be sure and scroll down to enter important tax info if needed.

Save Your Changes: Once you've entered all the details, Click “Save New Customer”.

Edit Existing Customers: If you need to edit an existing customer, find their profile in your customer list and click on their name to open it. Then, simply click on the "Edit" button to make changes. Don't forget to save when you're done!

Option 1: Multiple Customers via Spreadsheet

If you want to add several customers to your store, the easiest way to do this is to fill out this excel spreadsheet provided with as much information as possible. If you do not have this spreadsheet, reach out to support and we will send it to you.

You can send your spreadsheet to your personal account manager or CashierLive Technical Support at support@cashierlive.com.

And that's it! Whether you're importing a bunch of customers from a spreadsheet or adding/editing them one by one on the website, CashierLive makes managing your customer database a breeze. If you run into any issues or have questions along the way, don't hesitate to reach out to CashierLive's support team—they're here to help!