Adding Customers

You have a couple of options when adding customers to OrderSpace.

In This Article

Manually Adding Customers Via the Admin

Go to  Customers and click on the New Customer link to input your customer details individually. From the new customer form you have the option to email the customer an invitation to log in.

Self-Service Via the Customer Signup Form

Simply email your customers the link to your OrderSpace site and they can signup themselves using your signup form.

To configure your customer signup form, go to  Ordering Site > Signup Form. Here you can add welcome text and as many questions as you require.

You can also choose to require acceptance of your terms and conditions at signup, and link to your signup form from your login page so potential customers can signup from there.

See what your form looks like at any time by clicking on the link at the top of the page.