Adding a New Customer

Customers are your patients. You need to add a customer before you can create a protocol or place an order for them.

Steps

1. Click Customers in the sidebar.
2. Click the Add Customer button in the top right.
3. Fill in the customer details.
4. Click Create Customer.

Form Fields

Basic Information

Field	Required	Description
First Name	Yes	Patient's first name.
Last Name	Yes	Patient's last name.
Email	Yes	Must be unique within your practice. Used for checkout links and notifications.
Phone	No	Patient's phone number.
Source ID	No	Your internal ID for this patient (e.g., from your EHR).
Managed By	No	Link this customer to a caregiver who manages their account.

Discount

The discount slider sets the percentage off MSRP this customer pays. It defaults to your account-wide default (set in Settings > Pricing). You can override it per customer.

• Slide left (0%) — patient pays full MSRP.
• Slide right (up to your partner discount) — patient pays less, but your commission is also lower.

Shipping Address

The shipping address is optional when creating the customer, but it is required before placing an order. Fields include: Address Line 1, Address Line 2, City, State, Postal Code, and Country.

tip

You can also create customers through Ask Axis by saying something like "Create a new customer named Jane Smith with email jane@example.com."

Related Articles

• Importing Customers from CSV
• Viewing and Editing Customers
• Setting Customer-Specific Pricing
• Creating a Protocol