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Adding a Customer to GatherUp

This post will show you how to manually add a customer in GatherUp.


1) Log into your GatherUp.com account

2) Click on the Business you would like to add a customer to.

click on business in GatherUp

3) If this is your first customer you will see 2 options. if you already have customers under that business click the “add customer” button in the upper left.

add a customer to GatherUp

4) Fill out the Customer creation form by entering the customers First Name, Last Name and Email address.

fill out customer form

5) The customer will now show in your Dashboard


Optional 6) Set your communication preference to automatic to start sending feedback requests.

 

Updated on August 25, 2018

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