Create a New Customer

Create a new customer account under a white label and choose the setup method for account access and billing.

White Label Administrators can create customer accounts from the 2talk platform. Use this workflow when you need to add a new customer under your white label.

Only administrators can create customer accounts.

Start a new customer account

  1. Log in to the Arena platform.
  2. Go to Customers.
  3. Select Create New Customer.

Create new customer button

After you open Create New Customer, choose how the account should be created.

New customer creation options

Option 1: The new customer

Use this option when the customer should activate and manage their own account. The customer receives an activation email and completes the signup process themselves.

This option is intended for white labels with an ecommerce integration. The customer can complete activation and fund the account using their own payment method.

You will need to provide:

  • Contact and business information.
  • Billing and service address details.
  • Plan and payment details, if your white label supports customer self-service payment.

Option 2: Me, the White Label Administrator

Use this option when you want to create the account, add numbers, and configure PBX settings on behalf of the customer.

Charges for the customer account are billed to your white label account. You are added as an account administrator by default.

You will need to provide:

  • Authorized contact and business information.
  • Billing and service address details.
  • Plan and payment details.

After the customer account is created, you can add users, invite customer administrators, assign numbers, and configure PBX settings.

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