Adding customers
Add customers one at a time or import many at once from a CSV file.
To add a customer: 1. Go to the Customers page. 2. Click Add Customer. 3. Enter the customer's name, email, and phone number. 4. Click Save.
Refer Pilot automatically creates a unique referral link and QR code for that customer.
To add many customers at once: 1. On the Customers page, click Import CSV. 2. Upload a CSV file with columns for name, email, and phone. 3. Review the preview and confirm the import.
Each imported customer also gets their own referral link and QR code.