How to Add Customers to Roster

Learn how to add customers to your roster so you can track their information, manage their bookings, and send them package invitations. Adding customers to your roster is the first step in managing your customer relationships.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage customers (typically organization owners and admins have this permission)
• You'll need the customer's email address (required)
• Optionally, you can have their first name, last name, and phone number ready

Steps

Step 1: Navigate to Customers

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Customers in the left sidebar
3. You'll see the Customers page at https://app.joinzipper.com/dashboard/crm

Step 2: Open the Create Customer Form

1. On the Customers page, look for the Create customer button in the top right corner
2. Click the button (it has a plus icon and is orange)
3. A modal window will open titled "Invite customer"

What happens next: The modal will open and you'll see a form to enter customer information.

Step 3: Enter Customer Information

1. Email: Enter the customer's email address (required)

   • The email field is required and must be a valid email format
   • If you enter an invalid email and try to save, you'll see an error message "Email is invalid" in red text below the field

2. Phone number: Enter the customer's phone number (optional)

   • This field is optional and can be left empty

3. First name: Enter the customer's first name

   • Required if you're inviting the customer to manage their account
   • If you leave this empty and try to save, you'll see an error message "First name is required" in red text below the field

4. Last name: Enter the customer's last name

   • Required if you're inviting the customer to manage their account
   • If you leave this empty and try to save, you'll see an error message "Last name is required" in red text below the field

5. Invite customer to manage this account: Toggle this switch on or off

   • On: Customer will receive an email invitation to register on Zipper and can manage their own account
   • Off: Customer record is created but customer won't receive an invitation (useful for external payment tracking)

Step 4: (Optional) Select a Product to Invite Them To

1. In the Product dropdown, you can optionally select a product to invite the customer to purchase
2. If you select a product, you can set a custom price (if the product supports variable pricing)
3. You can leave this as "-- None --" if you're just adding the customer without inviting them to a product

Note: If you select a product, make sure it's managed via Stripe. You'll see an error "Invites can only be sent for products managed via Stripe" if the product isn't connected to Stripe.

Step 5: Save the Customer

1. Review all the information you've entered
2. Click Send invite (if inviting to manage account) or Create customer (if not inviting)
   • The button will show "Sent!" after successfully creating the customer
   • If there are validation errors, the button will be disabled and you'll see error messages below the fields
3. You'll see a success state showing the customer was created
4. The modal will show options to:
   • View customer profile: Click to go to the customer's profile page
   • Add another customer: Click to create another customer
   • Close: Click to close the modal

What happens next: The customer will be added to your roster. If you enabled "Invite customer to manage this account", they'll receive an email invitation to register on Zipper.

Tips

• You can add customers without inviting them to products - just leave the Product field as "-- None --"
• If you're adding multiple customers, use the "Add another customer" button after creating one
• Customers added without account invitations can still be managed by you, but won't be able to log in themselves
• You can import customers in bulk using the Import customers option in the Tools menu

Troubleshooting

Problem: I don't see the "Create customer" button Solution: Make sure you have permission to manage customers. Only organization owners and admins can add customers. Contact your organization owner if you need access.

Problem: I get an error saying "Email is invalid" Solution: Make sure you've entered a valid email address format (e.g., customer@example.com). Check for typos or missing @ symbol.

Problem: I get an error saying "First name is required" or "Last name is required" Solution: If you've enabled "Invite customer to manage this account", first name and last name are required. Enter both names to proceed.

Problem: I get an error saying "Invites can only be sent for products managed via Stripe" Solution: The product you selected isn't connected to Stripe. Either select a different product that's connected to Stripe, or leave the Product field as "-- None --" if you're just adding the customer without a product invite.

Problem: The "Send invite" or "Create customer" button is disabled Solution: Check that all required fields are filled in correctly. The button will only be enabled when all required information is valid. Look for red error messages below fields to see what needs to be fixed.