Creating and Editing Customers
Add a new customer, update their details, and understand the difference between archive and delete.
The customers library lives at Organisation → Customers. From there you can add, edit, archive, and remove customers.
Who can manage customers
Only owners and admins can create, edit, archive, or delete customers. Members can see the customer list and link events, but can't change the library.
Creating a customer
- From the Customers page, click Add customer.
- Enter a Name — this is required and must be unique within your organisation (case-insensitive).
- Optionally add a Contact name, email, phone and Billing address.
- Optionally add Internal notes for context — these are visible only to your org's admins and owners.
- Click Create.
The name is the only required field — you can flesh out contact details and notes later.
Editing a customer
Click the pencil icon next to a customer in the list, or open the customer detail page and click Edit. All fields can be changed. The name still has to stay unique inside your organisation.
Archive vs delete
There are two ways to take a customer out of circulation:
- Archive (clock-style icon) — hides the customer from active lists and the dashboard filter dropdown. Existing events keep their link and the customer name still shows on the event header. Use archive when you've finished working with a customer but want to preserve historical context.
- Delete (trash icon) — soft-deletes the customer entirely. The customer disappears from the library, but events that referenced them keep working: the link becomes "(archived)" in the UI, and no data is lost.
Both actions can be reversed:
- Archived customers appear under the Archived tab. Open the customer and click Restore to bring them back.
- Soft-deleted customers aren't surfaced in the UI but no underlying data is destroyed. Contact support if you need one resurrected.
Why is the contact email validated?
If you provide an email it must be in standard email format. This is just a safety net — it's a free-form text field beyond that, so an email here doesn't trigger any automated communication. Signplanr never emails your customer contacts.