How to Create a New Customer

This guide walks you through the process of creating a new customer in Powerpop.ai, including optional billing setup.

Step 1: Navigate to the Overview Page

1. From the dashboard, go to the Overview section.

Step 2: Create a New Customer

1. Click the + New Customer button.

2. A pop-up window titled Add New Customer will appear.

Fill in the required details:

• Name: Enter the customer’s name.
• Description: Provide a brief description of the customer (optional).

3. Click Create to finalize the customer setup.

Step 3: Set Up Billing

After creating a customer, a Set Up Billing window will appear. You have two options:

• I Will Do It Later
  • Description: Skip billing setup for now and continue using Powerpop.ai.
• Set Up Billing
  • Description: Proceed to configure the customer’s subscription and billing details.

Step 4: Configure Billing

1. If you select Set Up Billing, you will be redirected to the Subscribe to Powerpop.ai Subscription page.
2. Follow the on-screen instructions to set up billing and subscribe to the appropriate plan for the customer.

Step 5: Confirmation

Once completed, your newly created customer will appear in the Overview page.

Here’s what it looks like:

Tips:

• You can always set up billing later by navigating to the customer’s profile.
• Ensure customer details are accurate before creating the account to maintain proper records.

This guide ensures that new customers are created efficiently, and billing can be configured immediately or postponed as needed.

In order to learn about the uses of each feature, you can read the article: Overview