# Creating Accounts during a Sale

{% embed url="<https://youtu.be/VkI7Sq_lznU>" %}

To save time on creating new accounts, you are able to create a new account on the salesscreen directly.

Select the **Add \[+]** icon.

![](/files/-MlLTqahJx4bLbBFgpvA)

This will open a drop-down that allows you to create either a **New Personal Account** or **New Commercial Account**.

![](/files/-MlLTtYLhhaqX-cZcvdE)

NOTE: **Personal Accounts** are accounts for individuals. **Commercial Accounts** are for commercial accounts that may contain **Personal Accounts**.

Clicking Personal Account will open a pop-up. Fill in all of the relevant information in the form.

![](/files/-MlLTxdpx3pB9JtWPV9V)

In order to send customers marketing materials, you need to ask for their consent.

![](/files/-MlLU-LJQi-FxXsDEIyx)

Clicking the **Customer Consent** box will open a new dialogue box.

![](/files/-MlLU4jmODZK417sU6tk)

Ask the customer to check the box to agree to receive marketing communication.

![](/files/4DIsSvgoOdK1VR3O8Kuf)

![](/files/-MlLUAb0yf0cFB4MefLO)

Save the consent form by clicking the check mark ✔️

![](/files/-MlLUEc5-NoDdSKB-AXJ)

After the form has been saved, the check mark will turn green and you are able to exit the page by clicking the **Close \[X]** icon.

![](/files/-MlLUI7oG44d_suWhBkA)

Save all customer details by clicking the yellow **Save** button.

![](/files/v9OrjZnjqNGw7Gwn8FLS)


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