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How do I create a new customer?

Add a new customer account in Momence from the Customer List. Enter their name, email, phone number, and home location.

Written by Natasha Donaghy

Create a customer account to add someone to your Customer List. After you save it, you can manage their profile right away.

Create a Customer Account

  1. Click Customers > Customer List.

  2. Click New Customer in the top right corner.

  3. Enter the customer’s information:

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Home Location: If you have multiple locations, select the one this customer visits.

  4. Click Create to save.

Momence opens the customer’s profile page.


Next Steps From the Customer Profile

From the customer’s profile page, you can:

  • assign a staff member to the customer.

  • take the customer to your Point of Sale (POS) screen.

  • sell the customer an intro offer.

  • plus much more!

The new customer now appears in your Customer List.

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