Adding a customer manually

You can add customers one at a time — handy after a walk-in visit or a phone booking. For adding many customers at once, see Importing your customer list.

Before you start

• You need at least one location set up in Qrese, because every customer is assigned to a location.

Steps

1. 1. Go to the Customers page.
2. 2. Click Add New Customer.
3. 3. Fill in the form:
   • First Name (required)

• Last Name
• Email — for example, john.doe@example.com
• Phone — used for text-message review requests
• Location — choose from Select a location

1. 4. Save the customer. They appear in your list with the status New.

A new customer does not receive anything automatically — you decide when to send them a review request. See Sending a review request.

Editing or deleting a customer

1. 1. Find the customer in the list (use Search customers... if needed).
2. 2. Open the row menu and choose Edit Customer to change their details, or Delete Customer to remove them.

Tips

• Enter phone numbers with area code — for US numbers, Qrese formats them automatically, e.g. (440) 555-0199.
• If an email shows a bounced warning later, edit the customer and correct the address; Qrese pauses emails to bounced addresses.