Create a New Customer / Member

👤 Create a New Customer / Member

Register a new member from CRM or from the POS customer dialog so you can attach them to an order, store a unique phone number, and keep loyalty history.

📝 Steps

1. Open CRM in the left sidebar. If CRM Integration appears first, connect WYO CRM before you continue.
2. Tap New Customer at the bottom of the list — or the same button on the empty right pane under Create a new customer.
3. In the New Customer dialog, enter Phone (required). The country picker defaults to Singapore +65; you can switch it (Singapore, China, and Malaysia are listed first).
4. Optionally fill Name, Email, and Birthday (each marked Optional). Leave Email blank if you do not have one — a filled email must be a valid address or you will see Please enter a valid email address.
5. Tap the green check to save. You should see Save Success. If that phone is already used, you will see Customer with this phone number already exists.
6. To create during a sale: on POS, open the order and tap the contacts icon in the ticket header. The Customer dialog opens.
7. Search by phone or name, then tap New Customer. If search shows Not Found, tap + Create a new one. Digits you typed in search are copied into Phone.
8. Save with the green check. The new member is selected onto the current order automatically.

💡 Tip: Phone is required and unique. Saving without a number shows Please enter phone number. A staff role without CRM Add Customer will not open the form — the button does nothing.

🎬 Video Guide