In MioCommerce, you can create customer profiles to manage bookings, communication preferences, payments, and invoices—all from one place. Adding a customer allows you to quickly schedule services, send notifications, and keep customer information organized.
Follow the steps below after signing in to your MioCommerce account.
Step 1. Navigate to the left side menu and click on "Customers". On the top menu, click on "Create Customer."
Step 2. Fill in the required details of your customer, such as email, name, and address.
Step 3. You can add a Billing email address if it is different than customer's Primary email address.
Step 4. Select your communication preferences, such as language, and whether you would like to send booking confirmations & notifications via email or SMS, or both.
Step 4. Select your preferred payment option, like cash, check, credit card, debit card, e-check, etc.
Step 5. After all required details are filled in, click on "Create Customer."
What you can do after creating a customer
After a customer is added, you can:
Edit or update customer details
Create bookings
Charge the customer
Generate invoices
Manage communication preferences
What to do next
After creating a customer, you can continue managing their journey in MioCommerce by taking one of the following actions:
Create a booking to schedule a service for the customer
Invite the customer to the Customer Portal so they can view and manage their bookings online
Charge the customer or add a payment method
Generate an invoice for completed or upcoming services
Edit customer details to update contact or communication preferences
These next steps help you move seamlessly from customer creation to booking, billing, and ongoing service management.
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