--- updatedAt: 2026-03-27T21:55:31.000Z agentTools: projectIndex: https://docs.skipify.com/llms.txt --- # Creating and Managing Customers Learn how to create and manage customers {` `} # Creating Customers Customers may be created using two methods: ## Sending a Paylink When [sending a Paylink](https://docs.skipify.com/docs/hosted-paylinks-sending-a-paylink), select the **Save customer information** option ## Add Customer Button Within the **Customers** tab on the **Paylinks** page, you can click the **Add Customer** button Video showing how to select the Add Customer button # Managing Customers Customers may be managed from the **Customers** tab on the **Paylinks** page. From here you can search by customer name or email. Video showing how to search for a customer by name Clicking the *more horizontal* menu allows you to edit the customer's name, email address, and phone number. ![]()
{` Skipify baner with link to contact us form `}