How to Create a Customer

What This Task Does

This task creates a new customer account record in the admin and sends the follow-up registration email when the packaged flow supports it.

Use it when you need to onboard a new customer account, create the join-code invitation, or prepare a customer so users can be linked to it later.

Before You Start

Make sure:

• you can access Admin > Customers
• you have the customer name, phone, and email ready
• you know whether an external ID is required in your environment
• you are ready for the registration email to be sent after creation

Steps

1. Open Customers in the admin.
2. Create a new customer.
3. Fill in the required fields:
   • first name
   • last name
   • phone
   • email
4. Add optional customer details if needed:
   • note
   • external ID
5. Save the customer.
6. Open the new customer record to confirm the details were created correctly.
7. If needed, continue setup from the customer page by adding addresses, users, or other customer-specific data.

What Happens Next

After creation:

• the customer exists in the admin customer list
• the system generates a join code for the new customer record
• the packaged admin create request sends the account registration email
• the customer can be linked to users and used in storefront account flows

Common Mistakes

• Creating the customer without checking whether external ID is required in your environment.
• Expecting the create dialog to configure addresses or users at the same time.
• Forgetting that the registration email is part of the packaged create flow.
• Assuming the join code is entered manually. It is generated by the system.

Related Guides

• Customer Management
• How to manage customer addresses

Sources

• packages/admin/src/Livewire/Admin/Customers/CreateDialog.php
• packages/framework/src/Actions/Customer/CreateCustomer.php
• packages/framework/src/Actions/Customer/Http/Api/Admin/CreateCustomerRequest.php
• packages/framework/src/Mail/ForCustomer/AccountRegistrationEmail.php
• packages/admin/src/Livewire/Admin/Customers/Page.php