# 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="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2Fizkn4mSVzZkhv5YvSkIt%2F1%20Add%20a%20customer%20to%20PBCO%20links.png?alt=media&#x26;token=053009ee-9861-4c86-a6bd-48f2a2f59859" alt=""><figcaption></figcaption></figure></div>
2. Select **Create new customer** to expand the **Add customers** modal.

   <div align="left"><figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2Fn0jfAFxbVWPTa5gj2hSI%2F2%20Add%20a%20new%20customer%20to%20PBCO%20links.png?alt=media&#x26;token=ea43cf54-3bea-4000-828a-d5ead1e0ed35" 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="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FKSJ070IMr4P18VHhx8Gs%2Fimage.png?alt=media&#x26;token=82e133ad-681c-4be5-97b4-5a3f9b863de7" alt=""><figcaption></figcaption></figure>
5. Select the type of customer you are adding. Choose either **Individual** or a **Business**.

   <figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FtyO9IvuPzvHrkq6yNW6D%2Fimage.png?alt=media&#x26;token=c6d5b5f2-ff4f-4074-b9d6-e436d8cbdb21" 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="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FnTOfoLWKFUgLFRHJQgAu%2F5%20Add%20current%20customer%20to%20PBCO%20links.png?alt=media&#x26;token=bc849672-1477-4b56-8827-3d887476752b" alt=""><figcaption></figcaption></figure>
2. Select **Choose from current customers** to expand the **Add customers** modal.

   <figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2Fn6cyk9G99hBzw7dpwDF4%2F6%20Add%20a%20current%20customer%20info%20to%20PBCO%20links.png?alt=media&#x26;token=7bcb236e-8339-4e70-9eb4-5522ddfb3a9e" 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="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2F7QyjPEaosd6Fvj9WjmV7%2F7%20Add%20current%20customer%20optional%20info.png?alt=media&#x26;token=1754ab49-9c4f-4bf0-8f90-c1ade6a0519d" 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).