Manual Account Creation

Create a customer profile directly from the admin CRM — useful for phone-in orders, in-store customers, or anyone you want to onboard manually.

How to create one

1. Go to Customers → CRM and click Add Customer.
2. Enter their phone number (required) and any optional details — name, email, default address.
3. Set marketing opt-in flags based on the consent you've collected verbally.
4. Save. The profile is immediately available for tagging, list inclusion and campaign targeting.

Merging with future orders

When the customer eventually places an online order using the same phone number, their order history attaches to this profile automatically — no manual merge required.