How to add a customer
(Applicable to: Tailor, Salaried Agent, Freelance Agent)
Adding a customer creates a reusable profile that can be referenced across multiple orders.
- Navigation
- Go to Customers → Add Customer.
- Profile Details
- Personal information: Title, First Name, Last Name, Birthday (optional).
- Contact details: Email, preferred email language, mobile number.
- Address information: Country, City, Address, Postal Code.
- Optional profile picture.
- Privacy (Freelance Agents only): Toggle ON/OFF for Tailor visibility (decide if the parent Tailor can see full contact details).
- Measurements
- Select measurement unit (centimeters or inches).
- Complete the standard measurement template defined by the Tailor.
- Add custom measurement fields or notes if required.
- Finish
- Save the profile. The customer becomes immediately available for order creation.