Add your first customer

Add a customer manually or use the demo customer to test the order flow.

Create a customer manually

In the sidebar, click Customers then Create new customer.

Fill in at minimum:

  • First name and Last name
  • Email — that’s where confirmations and invoices go

Address and phone are optional but recommended for invoicing.

Use the demo customer

Just want to test the order flow without a real customer? Use the demo customer from the "Getting Started" wizard. It’s created automatically when you follow the onboarding.

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, cancelled it
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