Add a customer

Before you start

You need their email address. Everything else is optional. It takes about a minute.

Add one customer

1. Click Customers in the left rail.
2. Click New customer.
3. Type the email. Add first name, last name and phone if you have them.
4. Type a note in Notes if you want one saved with the record.
5. Click Add customer.

The note appears on the Notes tab of the new record.

What happens with duplicates

yaya matches on email first.

• Same email. The customer already exists. The panel offers an Open button with their name. It opens the existing record and creates no second one.
• Same phone, different email. The panel shows who has that number. Click Add anyway if the shared number is right, for example a family or a shop line. Phones match by digits only, so +1 (415) 555-0199 and 4155550199 are the same.

Fix common problems

The Add customer button is grey. The email field is empty.

"Could not add the customer." Check the email format and try again.

I added the wrong person. Open the record, click the three-dot button, then Delete.

To add many people at once, see Import and download contacts.