How to add a customer by hand
Add them yourself from the dashboard and send them the link to install their card.
All plans
⏱ 2 minutes
Where: Customers → Add a customer
-
1
Open Customers and tap Add a customer.
-
2
Enter their name and their email or phone. Their birthday too, if you like.
-
3
Tap Save customer. Their profile opens.
-
4
Tap Send install link to send it on WhatsApp, or Copy install link to send it any way you like.
What if…?
Can I give them stamps before they install it?
Yes. The stamps stay on their card and they'll see them when they save it to their phone.
What if that email or phone already exists?
The existing customer is used, without creating a duplicate.
You might also need
How a customer joinsThey scan your QR code, fill in a short form and save the card to their phone.
How to add questions to the sign-up formUp to 3 questions of your own, like “How did you hear about us?”, on top of name, email and phone.
How to find a customer and see their historySearch by name, email or phone and see their stamps, rewards, purchases and visits.
How to export your customersDownload a CSV for Excel with each customer's name, contact info, stamps, rewards and spending.