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How to add a customer

Updated over a month ago

As a business owner on Catlog, you can add your customers' details, including their names, phone numbers, and email addresses, and keep records of them.

Additionally, you can make edits such as changing your customers' names and other information as needed.

To add a customer:

  • Step 1

    Log in to your dashboard

  • Step 2

    Open the side navigation, click on Orders, then click on Customers in the dropdown

  • Step 3

    Click on the plus icon at the top right of the page

  • Step 4

    Add the customers' information like name, number, and email (optional). After inputting all the necessary information, click on Save Customer. You'll see a pop-up message saying "Customer added successfully".

The new customer added will appear at the top of the list just like this πŸ‘‡πŸΌ

To edit a customer:

  • Step 1

    Click on the three-dot icon beside the name of the customer you want to edit

  • Step 2

    Select Edit customer

  • Step 3

    Edit the necessary information and click on Save updates

There will be a pop-up message saying "Customer updated successfully"

That's how you add and edit customers!

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