Two main paths, depending on your workflow.

From the Customers Page

  1. Click Customers in the sidebar
  2. Click + Add Customer
  3. Fill in their Name and Email
  4. Add tags, notes, or custom fields if you have them set up
  5. Save

While Creating a Ticket

If you're making a ticket and the customer doesn't exist yet:

  1. Start creating a new ticket
  2. In the Customer field, type their name or email
  3. If they're not found, click Create new customer
  4. Fill in the details and save

The ticket picks up where you left off.

Bulk Import

Got a spreadsheet of customers? Use the Universal Importer:

  1. Go to Settings > Team Tab > Import
  2. Upload your CSV or JSON file
  3. Map the fields
  4. Preview and confirm

The importer handles duplicate detection and lets you choose merge strategies for existing records.

Custom Fields

Beyond name and email, your admin can add custom fields in Settings > Global Tab > Custom Fields for tracking things like account IDs, subscription tiers, or anything else your team needs.