Creating a Customer

A customer account can be created in two ways.

Using Off-line Order Form: Off-line form is a convenient way for provider to add new customer account or to add subscriptions to existing client accounts.

Using Online Store: Online store (order form) is configured in Control Panel and deployed on your website. See setting up order forms.

To create a client using offline method, navigate to the following path:

Navigation: Home » Customer Manager » Offline Order

and select End Customer from the drop down list. Select customer Ownership. Fill in the following fields under Customer Login Information section:

User name (e-mail address): Provide User name or email address.
Password: Provide password.
Confirm password: Retype password.

Fill in the following fields under Customer Information section:

First Name: Provide customers first name.
Last Name: Provide customer last name.
Company name: Provide company name.
Address: Provide address.
City: Provide city name.
State: Provide state name
Zip: Provide zip code.
Country: Provide country name.
Phone: Provide phone number
Mobile: Provide mobile number.
Fax: Provide fax number.
Alternate email: Provide alternate email.
Locale: Select locale.
Access Template: Select access template.

And then either click on Add Customer or click on Add and Subscribe Service button.