# Create a Customer

Create a customer record to keep contact details, addresses, loyalty activity, and purchase history together.

## Open the customer list

1. From the main menu, select **Review**.
2. Select **Customers**.
3. On the customer list, select **Add New**.

[![Screenshot 2026-09-02 at 10.18.38 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-09/VI3screenshot-2026-09-02-at-10-18-38-am.png)](https://help.repairnestpos.com/uploads/images/gallery/2026-09/screenshot-2026-09-02-at-10-18-38-am.png)

*Open Review and select Customers.*

[![Screenshot 2026-09-02 at 10.18.56 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-09/l0Cscreenshot-2026-09-02-at-10-18-56-am.png)](https://help.repairnestpos.com/uploads/images/gallery/2026-09/screenshot-2026-09-02-at-10-18-56-am.png)

*Select Add New from the customer list.*

## Enter the required information

- **First name** is always required.
- **Phone number** is always required.
- **Last name** is optional unless your organization has enabled the setting that makes it required.
- **Email** is optional.

You may also add an internal description and record how the customer heard about your business. Depending on your settings, the referral-source field may be required.

## Add more details

Select **More Options** to enter an address, preferred language, additional contact information, and customer tags.

[![Screenshot 2026-09-02 at 10.38.00 AM.png](https://help.repairnestpos.com/uploads/images/gallery/2026-09/screenshot-2026-09-02-at-10-38-00-am.png)](https://help.repairnestpos.com/uploads/images/gallery/2026-09/screenshot-2026-09-02-at-10-18-38-am.png)

If you do not need the optional details, leave More Options closed and continue.

## Save the customer

1. Review the information.
2. Select **Save**.

The customer will be added to the customer list and can be selected in supported sales and service workflows.

> **Tip:** A separate settings article will explain how to require customer last names and referral sources. Link that article here once it is available.