Creating a Customer Account

Learn how a customer can create their account or how you can set it up for them.

 

Hate to read? Watch our step-by-step how-to video.

 

How to Create a Customer Account

 

There are two ways to create a customer account:

  • Customer Level
  • Admin Level

 

Customer Level

Customers can create their own account on the front end of the website by following the steps below:

1. Navigate to the store's website.

2. Click Create Account (this is generally located in the top right corner of the website).

3. Complete all required fields in the Account Settings area.

Create Customer Account Fields

NOTE: The Account Settings area is where a customer can create their own unique username and password.

4. Complete all required fields in the Address Information area.

NOTE: If the Billing Address and Shipping Address are the same, you can click on the Copy from billing information checkbox.

Create Customer Account Address

5. Click Create Account.

6. Customers can now log in using their unique username and password.

An email confirmation will be sent to inform the web admin owner that a new customer account has been created. 

 

Admin Level

Those with admin access can manually create customer accounts by following the steps below:

1. Login to your Admin Panel.

2. On the left sidebar menu, click on Orders & Customers.

3. Click on Customers.

4. In the top right corner, click the Add button.

Create Customer Add Button

5. Complete all required fields for your customer.

NOTE: Be sure to provide your customer with their username and password.

6. Click the Save button.