{"_id":"59cc3056235d480010a19546","category":{"_id":"59cc3054235d480010a1952c","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:48:59.817Z","from_sync":false,"order":4,"slug":"customer-profiles","title":"Customer Profiles"},"user":"54595f39df560c0800b40fc0","parentDoc":null,"project":"54cc14d03be4370d0082ac5d","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-30T23:51:16.269Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"There are two ways to create Customer Profiles in Hosted Checkout Retail.\n\nThe fastest and easiest way to create Customer Profiles is to simply accept payment for a transaction, then click Add to Customer. This method is described in detail in [Creating Customers from Transactions](doc:creating-customers-from-transactions).\n\nHere, we'll describe how to create a Customer Profile when you aren't accepting a Transaction from a Customer.\n\nTo create a Customer Profile, first select the Customers Tab at the top of the Hosted Checkout Retail interface.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Y3sZjwtQfeLsbrQqFrZg_Tab%20-%20Customers.png\",\n        \"Tab - Customers.png\",\n        \"1418\",\n        \"100\",\n        \"#1f1f20\",\n        \"\"\n      ],\n      \"caption\": \"Customers Tab\"\n    }\n  ]\n}\n[/block]\nYou will now see the Customers View for your selected Merchant Account. Click the \"New\" button in the top right corner to create a new Customer Profile:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/0YbzJKOQESImfnHfiNxA_Customer%20-%20Customers%20View.png\",\n        \"Customer - Customers View.png\",\n        \"2874\",\n        \"608\",\n        \"#65a4a4\",\n        \"\"\n      ],\n      \"caption\": \"Customers View\"\n    }\n  ]\n}\n[/block]\nYou will now see the New Customer Dialog.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/NudvhONREyoSEROxitwI_Customer%20-%20New%20Cust%20Dialog%20-%20Empty.png\",\n        \"Customer - New Cust Dialog - Empty.png\",\n        \"1158\",\n        \"1410\",\n        \"#5ba3a3\",\n        \"\"\n      ],\n      \"caption\": \"New Customer Dialog\"\n    }\n  ]\n}\n[/block]\nEnter the new Customer's details in the New Customer Dialog:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/KecjGFKgS6WjD9IJYsVD_Customer%20-%20New%20Cust%20Dialog%20-%20Details%20Entered%20(not%20from%20txn).png\",\n        \"Customer - New Cust Dialog - Details Entered (not from txn).png\",\n        \"1156\",\n        \"1410\",\n        \"#5ba0a0\",\n        \"\"\n      ],\n      \"caption\": \"New Customer Dialog - Details Entered\"\n    }\n  ]\n}\n[/block]\nOnce the Customer's details are entered, click Create to create the Customer.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ShJRkApSQS8hBj8Egk04_Customer%20-%20Profile%20View%20from%20create%20(not%20from%20txn).png\",\n        \"Customer - Profile View from create (not from txn).png\",\n        \"2874\",\n        \"1126\",\n        \"#fc746c\",\n        \"\"\n      ],\n      \"caption\": \"Customer Profile View\"\n    }\n  ]\n}\n[/block]\nAfter clicking Create, you will be taken to the Customer Profile view for the new Customer.","excerpt":"","slug":"creating-customer-profiles","type":"basic","title":"Creating Customer Profiles"}

Creating Customer Profiles


There are two ways to create Customer Profiles in Hosted Checkout Retail. The fastest and easiest way to create Customer Profiles is to simply accept payment for a transaction, then click Add to Customer. This method is described in detail in [Creating Customers from Transactions](doc:creating-customers-from-transactions). Here, we'll describe how to create a Customer Profile when you aren't accepting a Transaction from a Customer. To create a Customer Profile, first select the Customers Tab at the top of the Hosted Checkout Retail interface. [block:image] { "images": [ { "image": [ "https://files.readme.io/Y3sZjwtQfeLsbrQqFrZg_Tab%20-%20Customers.png", "Tab - Customers.png", "1418", "100", "#1f1f20", "" ], "caption": "Customers Tab" } ] } [/block] You will now see the Customers View for your selected Merchant Account. Click the "New" button in the top right corner to create a new Customer Profile: [block:image] { "images": [ { "image": [ "https://files.readme.io/0YbzJKOQESImfnHfiNxA_Customer%20-%20Customers%20View.png", "Customer - Customers View.png", "2874", "608", "#65a4a4", "" ], "caption": "Customers View" } ] } [/block] You will now see the New Customer Dialog. [block:image] { "images": [ { "image": [ "https://files.readme.io/NudvhONREyoSEROxitwI_Customer%20-%20New%20Cust%20Dialog%20-%20Empty.png", "Customer - New Cust Dialog - Empty.png", "1158", "1410", "#5ba3a3", "" ], "caption": "New Customer Dialog" } ] } [/block] Enter the new Customer's details in the New Customer Dialog: [block:image] { "images": [ { "image": [ "https://files.readme.io/KecjGFKgS6WjD9IJYsVD_Customer%20-%20New%20Cust%20Dialog%20-%20Details%20Entered%20(not%20from%20txn).png", "Customer - New Cust Dialog - Details Entered (not from txn).png", "1156", "1410", "#5ba0a0", "" ], "caption": "New Customer Dialog - Details Entered" } ] } [/block] Once the Customer's details are entered, click Create to create the Customer. [block:image] { "images": [ { "image": [ "https://files.readme.io/ShJRkApSQS8hBj8Egk04_Customer%20-%20Profile%20View%20from%20create%20(not%20from%20txn).png", "Customer - Profile View from create (not from txn).png", "2874", "1126", "#fc746c", "" ], "caption": "Customer Profile View" } ] } [/block] After clicking Create, you will be taken to the Customer Profile view for the new Customer.