Add Customers from Any Page
To add a customer from any page in Shopmonkey, select the + (Add Button) in the top, right corner.
Select Customer & Vehicle and then Add Customer.
New Customer Menu
Add customer information in the New Customer menu.
Add customer info such as:
Preferred language settings for documents sent to this customer
Referral source
Company and fleet information (if applicable)
Special Fees & Rates for this individual customer
Click Save to add the customer to your shop. Check out our help center article on Customer Info & Preferences to learn more.
Pro-Tip: Use Tags to organize customer types in your shop, such as New Customers, Friends & Family, etc. Tags are fully customizable so you can make them work for your shop.
Prevent Duplicate Customers
When creating a new customer, if the first and last name, email address, or phone number you enter matches that of an existing customer, a prompt will indicate that the customer may already exist.
Related Articles
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!