There are a few ways to add customers into Workshop. This is all managed in the 'My Customers' section on the left sidebar.
Adding them individually
To add customers one at a time, hit the 'New Customer' button on the top-right of the page. You'll be taken to a pop-up where you can enter details like their name, email address and telephone number.
Customer types
In the web portal, Customer type offers Retail, Corporate, Staff, Friends and family, Sponsored, Warranty / Insurance, Small Business, Trade / Wholesale, Partner and Individual. Choose it when creating or editing a customer, filter the customer list by type, or select customers and use the bulk action to change their type. The workshop default is under Configuration → Job Settings → Default customer type.
These choices classify customers. They do not set payment terms, create company billing accounts or split invoices. Existing customer types and the Retail default remain valid.
Importing a customer list
If you have a customer list you'd like to import in bulk, head to the 'Import Customers' button next to the new customer one. Here, you can upload a .xlsx, .xls or .csv file.
If you'd like to sync your customers from your POS system, check out this guide.