Add your first customer
Add a customer manually or use a demo customer to test the order process.
Create a customer manually
From the sidebar menu, click Customers then Create new customer.
Fill in at minimum:
- First name and Last name
- Email — where confirmation emails and invoices will be sent
Address and phone fields are optional but recommended for invoicing.
Use a demo customer
If you just want to test the order flow without creating a real customer, use the demo customer provided by the "Getting Started" assistant. It’s created automatically when you follow the onboarding wizard.
Customer statuses
Each customer has a status that updates automatically:
- Prospect — added but never ordered
- Client — placed at least one order
- Subscriber — has an active subscription
- Churned — had a subscription that was terminated
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