---
title: Add or update a customer
description: "How to add or edit a customer record in your Tapmy audience: search first, avoid duplicates, and keep consent and product access separate."
lead:
  - Search for the customer first, then add or edit only verified details on the right Site. Manual audience add is available on Max; other records come from real joins, purchases, forms or imports.
tags:
  - customers
  - digital-products
source: docs/tapmy-wiki/pages/add-or-update-a-customer--014fbbd8.md
---

## Start with a search {#before-you-start}

Search for the person before you change anything. Confirm the Site, their primary email and why you are making the change. Updating contact details, marketing consent, order history and product access are different jobs, so handle them one at a time.

The audience view is on every plan. Manual audience add is Max only. See [Pricing and plan capabilities](/pricing) for plan details.

## How do I add a customer manually? {#add-a-customer-when-supported}

1. Open the audience or customer area for the correct Site.
2. Search the exact email and likely misspellings to avoid a duplicate.
3. Use the manual add option if your plan shows it.
4. Fill in only the fields the form requires, using verified information.
5. Leave marketing consent unchecked unless you have proof of it.
6. Do not create a fake order to represent an offline relationship.
7. Save, then search again to confirm the record appears once.
8. If the person also needs a product, grant that access as a separate step.

A manual record does not prove a purchase, payment, subscription or consent. Use neutral notes, and never store card data, passwords, health details or ID documents.

## How do I update an existing customer? {#update-an-existing-customer}

Decide which field you are changing and why. For an email correction, confirm the person controls the old or new address before you move access or discuss orders. Check that the new email does not already belong to another record, and never overwrite one customer with another's details.

Afterward, confirm that order history, access, delivery and email state still point to the right person. If profile data and order data are separate in the interface, update only the supported field and ask support about the rest.

Use the consent or suppression tools for marketing preferences, and the access tools for product access. Editing a customer is not a refund. Refunds follow your own policy and the payment process.

## What a good result looks like {#what-success-looks-like}

- One correct record exists for the verified person and Site.
- It holds only necessary, accurate data.
- No purchase or consent was implied by a manual add.
- Any access or consent change was handled and noted separately.

## When it does not work {#troubleshooting-and-limits}

If manual add is missing, check your plan first: it is a Max feature, so it will not appear on Free or Pro. If a duplicate already exists, do not delete or merge until you understand every linked order and access grant.

If an email change would hand over valuable access and the evidence is weak, pause. Support never asks for passwords, one-time codes, API keys or full card numbers.

## Next steps {#next-steps}

Read **Understand the customer record**, **Grant or remove product access** and **Collect and manage marketing consent**. If you cannot safely resolve a duplicate or identity conflict, contact [Tapmy Support](/help/tapmy-support) with redacted identifiers and both record timestamps.