Customers

Every business in Mr Create has its own Customers tab — a simple contact list where you can jot people down before their details get lost. Each record holds a first name, last name, email, phone number, and notes.

Nothing on this tab draws from your credit balance: adding, editing, searching, and exporting customers are all free.

Add a customer by typing a sentence#

The fastest way to add someone is to describe them in plain language and let the AI sort the details into fields.

1. In your workspace sidebar, click Customers.
2. Type a description into the large box at the top — for example, "Add Jane Doe, jane@acme.com, 555-123-4567, met at the trade show…".
3. Click the round arrow button, or press ⌘ Enter (Mac) or Ctrl Enter (Windows).

The AI picks out the name, email, and phone number, and anything extra — how you met, what they're interested in — goes into the notes. It only records what you actually wrote; it never invents details. If it can't find any customer details in your sentence, you'll see a message asking you to include a name, email, or phone number and try again.

Add a customer manually#

If you'd rather fill in the fields yourself:

1. Click Add manually at the top right of the list.
2. Fill in any of First name, Last name, Email, Phone, and Notes — every field is optional, but you need at least a name, email, or phone number to save.
3. Click Add customer.

Search your list#

Once you have at least one customer, a search box appears ("Search by name, email, phone, or notes…"). It filters as you type across all four of those fields, and the header shows how many records match. Email addresses and phone numbers in the table are clickable, so you can start a message or a call straight from the list.

Edit or delete a customer#

To edit, click the pencil icon on a row, change what you need, and click Save changes. Saving writes all five fields, so clearing a field in the dialog removes that value from the record.

To delete, click the trash icon and confirm. Deleting is permanent — there's no way to restore a deleted customer.

Export to CSV#

Click Export CSV to download your list as a spreadsheet file with columns for first name, last name, email, phone, notes, and the date each customer was added.

There's no file import: you add customers through the sentence box or the manual form. On businesses with the Bookings tab (rolling out gradually), visitors who send a form through your published site are also added automatically — those records carry a From booking chip, while ones you added yourself show Manually added. Only manually added customers can receive email campaigns.

Related pages#

• Filling in your business profile helps the AI write better sites, posts, and documents.
• On a shared business, teammates need access to the Customers tab before they can see or change the list — see Team & collaboration.