While Speako automatically creates customer profiles when people call or book, you can also manually add customers. This article walks through the process.
When to Add Customers Manually
You might add customers manually when:
- Importing existing customers to Speako
- Adding customers who contacted you outside of Speako
- Creating profiles before a customer's first appointment
- Recording walk-in customers
Adding a New Customer
- Go to Dashboard > Customers
- Click the Add Customer button
- Fill in the customer details
- Click Save to create the profile
Required Information
The following fields are required:
- First Name — The customer's given name
- Last Name — The customer's family name
Optional Information
You can also add:
- Email Address — For sending confirmations and communications
- Phone Number — Primary contact number with country code validation
- Customer Tags — Apply existing tags or create new ones
Phone Number Format
When entering a phone number:
- Select the country code from the dropdown
- Enter the phone number
- The system validates the format automatically
Adding Tags During Creation
You can assign tags to the customer immediately:
- Click in the Customer Tags field
- Select existing tags from the dropdown
- Or type a new tag name and click to create it
After Creating a Customer
Once created, the customer appears in your customer list. You can then:
- Open their profile to add addresses and notes
- Book appointments for them
- View their interaction history