Quick Select & Auto-Save

The Quick Select dropdown and Auto-Save checkbox work together on the generator page to streamline your workflow with returning and new customers. This is a Pro-only feature.

Customer Dropdown

On the generator page, a customer dropdown appears above the form fields (visible only to Pro users). This dropdown lets you select an existing customer to auto-fill their details into the form.

When you select a customer from the dropdown, the following fields are automatically populated:

• First Name
• Last Name
• Email

By default, the dropdown shows your most recent 50 customers, sorted by the most recently created first.

Searching the Dropdown

For larger customer databases, you don’t need to scroll through the list. A search box is available above the dropdown. Type to search by name or email address:

• The search uses AJAX to query the database without reloading the page
• A 300ms debounce is applied — the search fires 300 milliseconds after you stop typing, preventing excessive server requests
• Minimum 2 characters are required before a search is triggered
• Results display in the format: “First Last (email)” — for example, “John Doe (john@example.com)”

Auto-Save Checkbox

Below the form fields on the generator page, you’ll see a “Save customer” checkbox. When checked, the plugin automatically saves the customer’s details to the database when the email is sent.

This is particularly useful for new clients. Instead of going to the Customers page to manually add them first, just enter their details on the generator page, check the box, and send. The customer is saved and available in the dropdown for next time.

The auto-save uses the same find-or-create logic as manual entry — if a customer with the same email already exists, no duplicate is created.

Combined Workflow

Here are two typical workflows that demonstrate how these features work together:

For a returning customer:

1. Start typing the customer’s name or email in the dropdown search
2. Select them from the results — fields auto-fill
3. Enter the payment amount
4. Click send

For a new customer:

1. Enter first name, last name, and email manually
2. Enter the payment amount
3. Check the “Save customer” checkbox
4. Click send — the email goes out and the customer is saved for future use

Tip: If you primarily work with returning clients, leave the “Save customer” checkbox checked by default. The find-or-create logic ensures no duplicates, so there’s no downside to keeping it enabled.