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How to Create a New Customer

How to Add an Agent to your Customer Center

Sydney R avatar
Written by Sydney R
Updated over 5 months ago

Follow these steps to add an agent to your Customer Center:

  1. Hit Customers on the left hand side of your page

  2. Hit the Add Customer

  3. Enter all of the Agent's Information

  4. When done hit Add Customer

If you would like to add multiple customers at once, you can do so by importing a list of customers to Aryeo. You can review a breakdown of that process here.

Hit the Import button in the Customer Center and download the template. Once that is filled out you are able to import multiple customers to Aryeo at once.

If you need additional assistance, reach out to us at [email protected] and someone from Customer Support will assist you!

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