About creating customer profiles

You can now create customer profiles directly from your dashboard. This feature allows you to quickly create a standard customer profile on behalf of a customer, so you can help them get started without needing them to sign up online themselves. This is especially helpful when:

• A customer contacts you to place an order by phone or in person but hasn’t signed up yet
• The customer isn’t confident signing up online on their own

⚠️ Important to note:

Customer profiles are initially created as standard (non-government program) profiles. If the customer wants to order under Support at Home or NDIS, you’ll need to create an application for them after the profile has been created.

How to create a customer profile

Additional Information

Need more information? Contact Cookaborough Support:
✉️ [email protected]