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 contact method

• 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

• Customer Info & Preferences

• Add Fleets

• Message Customers

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!