Help

Customers

Create a new customer profile

Create a new customer profile

Create profiles on behalf of customers who haven’t signed up to HospoConnect. Create standing orders or manually add orders for these customers so you can manage all of your orders in one place.

Create a new customer profile

  • On the Orders page, click Add order at the top right.
  • Select Someone new.
  • Fill out the customer’s profile. The Company Name field is the only field required, but you can also optionally include their Email and a Customer Note.
  • Click Next. The customer profile is now added to your Customers. You can choose to continue with the Add Order flow to add an order on behalf of this new customer, or you can close the Add Order window by clicking the X icon at the top right – the new customer profile is saved either way.

Edit this customer profile on the Customers page. Here you can add a standing order, add a customer note, or assign them to a customer group.

Create a new customer profile

HospoConnect
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