How do I manually add a customer?

There are two ways to manually add a customer in GoPrep.

Option 1: Add a customer from the Customers page

Go to the Customers page and click Add New. This will open the Add New Customer window.

Enter the customer’s information, such as first name, last name, email, and password. Before adding the customer, make sure to check the box “This customer gave permission and accepts the terms of service.”

Once everything looks good, click Add, and the customer will be created.

You could also use the Check if user exists field. If a user with that email already exists, you will see a message saying:

“A user with this email already exists. Would you like to add them?”

This usually means the user is a lead, not yet a customer. You can simply confirm and add them by clicking Add Customer, and their existing information will be filled in automatically.

Option 2: Add a customer while creating an order

You can also add a customer while placing a manual order.

Go to the Orders page and click Create Order. Add items to the cart as usual.

In the Customer field, click the + (plus icon) to create a new customer directly from the checkout page. This will open the aforementioned Add New Customer window, where you can enter their details, save the customer, and continue placing the order.

Don't hesitate to contact GoPrep's Customer Support Team for further assistance.

You can do so by submitting a request or sending an email to [e-mail].