## 👤 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.

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## 🎬 Video Guide

[Watch Demo Video](https://support.agenteehq.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdFVDIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--28b514378713f02133e86637db92a4d1129cef67/member-registration-EN.mp4)