# How to add and manage customers

> Published: 2026-06-18
> Updated: 2026-07-08
> Category: Manage
> Canonical: https://finalpos.com/help/add-and-manage-customers

To add a customer, go to Customers and choose Add Customer, then enter their details (email is required) and save. On the customer's record you can add tags to group them, add private notes, and see their full order history.

## Key takeaways

- Add a customer from the Customers list with Add Customer; email is required.
- Capture name, email, phone, and billing and shipping addresses (shipping can match billing).
- Use tags to group customers — for example VIP or Wholesale.
- Add private notes to a customer's record.
- Each customer's order history shows the orders they've placed.

In the Merchant Hub you can add and **manage customers** — keep their contact details on file, group them with tags, add private notes, and review their order history. Here's how to add a customer and work with their record.

## How to add a customer

1. In the Merchant Hub, go to **Manage → Customers**.
2. Choose **Add Customer**.
3. Enter the customer's details — **First** and **Last Name**, **Email** (required), and **Phone**. Add a **Billing Address**, and a **Shipping Address** (or tick **Shipping same as billing**). You can also add **notes**.
4. Create the customer.

You can also **bulk import** customers from Settings → Import / Export.

## Manage a customer

Open a customer's record to manage them:

- **Tags** — use the tags section (**Add tag...**) to group customers, for example "VIP" or "Wholesale", so you can filter the list later.
- **Notes** — add private notes (visible only to your staff). You can also bulk-add a note to several customers at once.
- **Order history** — the order history block shows every order the customer has placed, with totals and dates, so you can see what they've bought and how often.

## FAQ

**Q: What's required to add a customer?**
A: A valid email address is required; name, phone, and addresses are optional but useful.

**Q: How do I group customers?**
A: Add tags (like VIP or Wholesale) to a customer, then filter the customer list by tag.

**Q: Are notes visible to customers?**
A: No — notes are private to your staff.

**Q: Can I add many customers at once?**
A: Yes — bulk import them from Settings → Import / Export.