## Add a Customer from the Console
1. Open **Sales** → Contacts.
2. Click Add Contact. A dialog titled **Add Account** opens.
3. Fill in the fields below, then click Save.
**Registration place (required)**
> The sales channel this customer is registered under — your store, your online channel, and so on. It records where the relationship started and drives the **Registration place** filter on the contact list. This is chosen once, at creation.
**Name (required)**
>The customer's name as your staff should see it on orders and receipts.
**Phone Number**
> The customer's mobile number, with the country dial code picker. Worth getting right: it powers phone search, WhatsApp messaging, and duplicate-spotting later.
**Email**
> Optional, used for matching and any email-based receipts your setup sends.
**Private Note**
> Internal remarks your team sees on the customer's profile — preferences, standing instructions, things to remember. Customers never see this.
**Messaging Preferences**
> Three checkboxes, all about what EasyBiz is allowed to send this customer:
| Preference | Controls |
| --- | --- |
| Receive marketing messages | Campaigns, broadcasts, and promotional messages |
| Receive order update messages | Automatic order status notifications |
| Receive billing messages | Payment and billing-related messages |
Untick a box to opt the customer out of that message type. For a full stop on marketing to a customer, there is also a **Do Not Contact** switch on their profile — see [Understanding the Contact Profile](/docs/understanding-the-contact-profile).
### Private or Global account
This setting decides whether a customer’s contact belongs to one outlet or is shared across your whole business. It can only be chosen when the contact is created.
- **Private Account** ->The contact is available only to the selected **Registration place**. Other outlets do not share the same customer profile. Choose this when each outlet keeps a separate customer list, or for B2B and partner customers managed by one channel.
- **Global Account** -> The contact is shared across all outlets and online channels. Staff can find and use the same customer profile wherever the customer shops. Choose this when customers may visit more than one outlet.
A customer registers at your Orchard outlet. With a **Private Account**, another outlet would keep a separate contact for them. With a **Global Account**, every outlet can use the same contact, so their activity stays connected to one profile.
For a Global Account, **Registration place** still shows where the customer first joined. It does not restrict which outlets can use the contact.
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## Where Else Customers Come From
- **Online** -> a customer who orders through your online store or completes a sign-up mini app becomes a contact automatically. See [Setting Up a Customer Sign-Up Mini App](/docs/setting-up-a-customer-sign-up-mini-app).
- **POS and staff app** -> staff can register a customer at the counter with the same core fields (name, phone, email, note). The customer is attached to the order and appears in Contacts immediately.
---
## Editing a Customer Later
1. Open the customer from **Sales** → Contacts.
2. In the **Contact Info** card, click Edit. The same form opens with the customer's current details.
3. Update and Save.
Addresses are edited separately in the **Address** card — with address search, unit number, postal code, and a map pin so drivers land at the right door. The profile also holds the customer's default address used to prefill pickup and delivery bookings.
Keep phone numbers clean — one customer, one number. If the same person ends up in your list twice (say, a walk-in record and an online sign-up), merge the two records instead of editing both. See [Merging and Deleting Duplicate Contacts](/docs/merging-and-deleting-duplicate-contacts).
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## Check It Worked
1. After saving, search the contact list by the customer's phone number.
2. The new customer appears with the right name and registration place.
3. Open their profile and confirm the details and messaging preferences look correct.
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## FAQs
**Can I change the registration place later?**
> No — it is set at creation and records where the relationship started. If a customer now mostly shops at another outlet, that is fine; orders track their own sales channel.
**What is the difference between the Private Note and Do Not Contact note?**
> The Private Note is general internal remarks about the customer. The Do Not Contact switch (on the profile) suppresses marketing to them, with its own note explaining why.
**Can I record a customer's birthday?**
> The standard Console form does not include a birthday field.
**A customer asked to stop receiving promotions — which setting?**
> Untick **Receive marketing messages** in their contact form, or use the **Do Not Contact** switch on their profile for a logged, visible suppression. Order updates and billing messages continue unless you untick those too.
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## What's Next
See what lives on the customer's profile — orders, payments, loyalty, insights — in [Understanding the Contact Profile](/docs/understanding-the-contact-profile).