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How do I add a new customer?

Learn how to create a new customer record and add basic customer details in Pavilion.

Use the Customers tab to create a new customer record in Pavilion.

Customer records store basic customer information, such as name, email, phone number, and optional sizing details.

Add a customer

  1. Open the Customers tab.

  2. Select New.

  3. Enter the customer’s details.

  4. Review the information for accuracy.

  5. Select Save.

After saving, the customer record is created in Pavilion.


Add customer sizes

You can also save customer sizes, such as ring, necklace, or bracelet sizes.

  1. Open the customer record.

  2. Find the Sizes section.

  3. Select the edit icon next to the size you want to update.

  4. Enter the size, or use the up and down arrows.

  5. Select Save.

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