Adding a new customer
New Village account holders
If you are trying to place an order on behalf of a customer but they do not have a Village account yet, you can create one on their behalf and add them to your customer list. To do so, complete these steps:
- Navigate to the Order tab
- Click "Add new order."
- Select the Customer input and click “Add new customer”
- Enter the customer’s email. Our system will check if this email is linked to an existing Village user. If not, you will be prompted to fill out the customer’s full name. You may optionally add a phone number. Once completed, click “Add customer.”
That’s it! You can now create an order on their behalf. You can add a learner for them too and proceed with the process.
As soon as the account is created, the customer will receive an email detailing the steps to access their Village account. This will allow them to manage registrations, track upcoming activities, and cancel them if necessary.
Existing Village account holders
What happens if I want to place an order for someone who has a Village account but has not registered for one of my activities before?
If the person you wish to place an order for already has a Village account but hasn’t registered for any of your activities yet, you won’t be able to place an order for them or add them to your customer list at this time. We encourage you to assist them in completing the registration process themselves. Once they register for one of your activities, they will automatically be added to your customer list, and you will be able to assist them moving forward.
If you have any questions, please reach out to hello@village.com
