1
Open Customers
Select Customers and then Create customer.
2
Enter customer details
Enter the required first name and billing address, city, and postal code. Add the last name, email, phone number, company name, and CVR number when applicable.
3
Choose the customer language
Select Danish or English. Sweeply uses the customer’s language when rendering supported customer communications.
4
Review preferences
Keep the company invoicing and notification defaults unless this customer needs a specific exception.
5
Add optional context
Add tags for filtering and notes that office users should see. Property-specific access instructions belong on the property instead.
6
Choose the next action
Save the customer, or use the create flow that continues directly to a new order or subscription.
Keep contact details usable
- Before-delivery email requires an email address and an enabled email rule.
- Before-delivery SMS requires a valid phone number and an enabled SMS rule.
- Portal access is derived from a verified customer contact, not from a company team-member account.
After saving, open the customer and confirm that the initial property uses the correct service location. Add another property when billing and service addresses differ.