# Add a customer during Prebuilt Checkout

You can create and add a new customer or choose to add an existing customer to the **Create Prebuilt Checkout links** page. By doing this, you avoid opening the **Customers** page in a new tab to select and add a customer to the page.

If you have an Administrator role, you can create and add a new customer or choose from an existing customer without leaving the **Create Prebuilt Checkout links** page. If you have a Customer Service role, you can add an *existing* customer without having to leave the **Create Prebuilt Checkout links** page

## Create and add a new customer to the **Create Prebuilt Checkout links** page

To create and add a new customer to the **Create Prebuilt Checkout links** page, do the following:

1. In the **Optional information** section of the **Create Prebuilt Checkout links** page, click **Add Customer** to display the **Add customers** modal.

   <div align="left"><figure><img src="/files/1vO6RP6GX2cH7vLnipWl" alt=""><figcaption></figcaption></figure></div>
2. Select **Create new customer** to expand the **Add customers** modal.

   <div align="left"><figure><img src="/files/zQWXFYP0lVQy5Z7EGKdi" alt=""><figcaption></figcaption></figure></div>
3. Add the **Customer ID** and customer **Email address**.
4. Click **Continue** to add the customer to the **Customer** subsection of the **Optional information** section of the **Create Prebuilt Checkout links** page.

   <figure><img src="/files/l3ebt0Jt0RfmiA1Fk40R" alt=""><figcaption></figcaption></figure>
5. Select the type of customer you are adding. Choose either **Individual** or a **Business**.

   <figure><img src="/files/IOdMXZeibYvv1HNGncyv" alt=""><figcaption></figcaption></figure>

   **Note**: When creating a new customer, you must select either Individual or Business as a customer Type, or you will not be able to proceed with the checkout and generate links.

## Add a current customer to the **Create Prebuilt Checkout links** page

To add an existing customer to the **Create Prebuilt Checkout links** page, do the following:

1. In the **Optional information** section of the **Create Prebuilt Checkout links** page, click **Add Customer** to display the **Add customers** modal.

   <figure><img src="/files/rozum4O5hZjLtFlXvIHj" alt=""><figcaption></figcaption></figure>
2. Select **Choose from current customers** to expand the **Add customers** modal.

   <figure><img src="/files/vsEcS4uHaRxUOuXUs20w" alt=""><figcaption></figcaption></figure>
3. Enter the **Customer ID** or customer **Email address** to search for a current customer.
4. Press **Enter**.
5. Select the customer you want to add from your search results.
6. Click **Continue** to add the selected customer to the **Customer** subsection of the **Optional information** section.

   <figure><img src="/files/bNypRik3tvQDvwchRQY1" alt=""><figcaption></figcaption></figure>

## Change the customer on the **Create Prebuilt Checkout links** page

To change the customer that has already been added to the **Create Prebuilt Checkout links** page, do the following:

1. After you added a customer to the Create Prebuilt Checkout links page, click **Change customer** in the **Customer** subsection of the **Optional information** section to redisplay the **Add customers** modal. [Create and add a new customer](#create-and-add-a-new-customer-to-the-create-drop-in-checkout-links-page) or select a [current customer](#add-a-current-customer-to-the-create-drop-in-checkout-links-page).


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