> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and manage customers

> Add customer contact, billing, language, invoicing, and notification information.

Create one customer record for each service recipient or billing relationship. Sweeply automatically creates an initial property using the billing address.

<Steps>
  <Step title="Open Customers">
    Select **Customers** and then **Create customer**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Choose the customer language">
    Select Danish or English. Sweeply uses the customer's language when rendering supported customer communications.
  </Step>

  <Step title="Review preferences">
    Keep the company invoicing and notification defaults unless this customer needs a specific exception.
  </Step>

  <Step title="Add optional context">
    Add tags for filtering and notes that office users should see. Property-specific access instructions belong on the property instead.
  </Step>

  <Step title="Choose the next action">
    Save the customer, or use the create flow that continues directly to a new order or subscription.
  </Step>
</Steps>

## 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.

<Check>
  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.
</Check>