You can add customers one at a time on the Customers screen (WithWine's CRM). To add a lot of customers at once, import them from a CSV file instead.
Before you start
Each customer is identified by their email address. You need it to add them.
Is Follower / Subscriber is set to Subscribe by default, because this form is designed for fast data entry of customers who have agreed to hear from you. If the customer hasn't agreed to receive marketing emails, change it to Unsubscribe or Do not update.
How to add a customer
Click Customers in the left-hand menu.
Click + Add Customer at the top right.
Enter the customer's Email. This is the only required field.
Fill in any other details you have: Phone, Title, First name, Last name and Date of birth.
Add their address: Business name (optional), Country, Street, Address line 2, City, State and Postcode (ZIP code in the US). Add any Delivery instructions, and tick Authority to leave if they're happy for deliveries to be left unattended.
To tag the customer, click Add Tags and choose or type tags.
To assign a staff member to look after the customer, choose them in Account manager.
Under Newsletter, check Is Follower / Subscriber: Subscribe, Unsubscribe or Do not update.
To save a card for the customer, tick Add a credit card for this account? and enter the card details.
To add the customer to a club, find the Club Membership section for that club and set Membership to Active. Fill in the club's options, such as Preference, Charge Interval or Bottle Quantity.
Click Save.
What happens next
A green "Customer saved" message appears and the form clears, ready for the next customer. The new customer appears on the Customers screen.
If a customer with that email address is already in WithWine, the form doesn't change their account details; the details you enter are only used for club membership. Check their mailing list setting afterwards on their record.
Troubleshooting
The new customer isn't in the list. Refresh your browser on the Customers screen.