This guide explains how to:

• Create a new customer in Cookaborough
• Understand the automatic onboarding emails sent to customers
• Help customers complete their account setup

Part 1: Creating a New Customer

Step 1: Open the Customers Page

From your Cookaborough dashboard:

1. Select Customers from the side navigation menu
2. Click Create Customer

This will open the customer creation form.

Step 2: Enter the Customer Details

Fill in the customer’s details that they have shared with you.

Important:

Double check the email address carefully, as the customer will use this email to access their account and receive login emails.

You can also:

• Mark the customer as having no email address
• Subscribe them to marketing emails (only if they have given permission)

Step 3: Create the Customer

Once all details are correct:

1. Click Create
   

This will:

• Create the customer account
• Automatically subscribe the customer to your business
• Trigger the automated account setup email

Part 2: What Happens After the Customer is Created

Automatic “Setup Account” Email

As soon as the customer account is created, Cookaborough automatically sends the customer a setup email.

The email includes:

• Your business name and branding
• A “Get Started” button
• Your business contact details

This email helps the customer securely access their account for the first time.

Part 3: Customer Account Setup Process

Step 1: Customer Clicks “Get Started”

The customer opens the setup email and clicks the Get Started button.

This takes them to your branded Cookaborough page.

Step 2: Customer Confirms Their Email

The customer will:

1. Confirm their email address
2. Click Send secure login link

Cookaborough then sends them a secure login email.

Step 3: Customer Receives Login Email

The login email contains:

• A Login button
• A secure login link
• A 6-digit login code

Customers can either:

Option A — One Click Login

Click the Login button to automatically sign in.

Option B — Use the Login Code

Enter the 6-digit code manually on the login screen.

Once complete, the customer is logged in and taken directly to your business page.

To learn more about the Password-Free login, click HERE.