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How to Create a Customer in

Please view video below, or follow the written steps:

1.Go to Customers Tab:


2. Select “+Create”:

3. In the “Create Customer” page, please fill out the required information (indicated by the *):


4. Once those fields have been filled out, scroll to the bottom of the page and select “Save”:

5. Once the patient is created, they will receive an email to create their log-in credentials and this will allow them to have access to their patient account so that they can manage their orders. 

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