How To Add/Edit Customers

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”.

               

 

From here you can add a saved card if you wish or edit some details you may have forgot. IF you wish to just move forward you can click outside of the modal and return to the customer page.

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 Generic Excel File provided with as much information as possible.

Once you have the Excel File filled out, navigate to the Manager tab and click the Import Customer List link on the right.

 

From here, choose the file to upload and click Upload File to begin.

 

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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!