Adding a new customer
New Guildara account holders
If you are trying to place an order on behalf of a customer but they do not have a Guildara 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 Guildara 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 participant 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 Guildara account. This will allow them to manage registrations, track upcoming activities, and cancel them if necessary.
Existing Guildara account holders
What happens if I want to place an order for someone who has a Guildara account but has not registered for one of my activities before?
If the person you’d like to place an order for already has a Guildara account but hasn’t signed up for any of your activities yet, you can send them a request to join your customer list. They’ll get an email to approve or decline your request. Once they accept, you’re all set to continue with the order!
If they haven’t approved yet, you won’t be able to place the order—refresh the page to check for any updates.
We understand this process can feel a bit tedious, but keeping our users' information secure is very important to us!
If you have any questions, please reach out.
