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  3. Creating and Assigning Customers

How do I add a new customer to my Customers list?

Manually add new customers in Endear

To manually add new customers to Endear:

1. From the main Customers page, click the + Add Customer button.


You can also find the + Customer button in the upper right corner of a customer list view.


2. Enter the customer information in the New Client window and click Save & Add Another to continue to manually add customers or click Save if you are done.

3. You can then view each individual customer's profile to add more information like tags or notes.

Customers that you add manually will automatically be assigned to you as a user.

More information: