How do I add a new Customer?

A new Customer can be added in two places:

• From the Customer List
• When creating a new Reservation [See: How do I create a new reservation?]

From the Customer List

To add a new Customer from the Customer List, choose Customer > List

This screen is a list of all of the Customers in your account.

Click Add Customer 

Complete the required fields in the Customer tab and Address tab

Click Save

When creating a new Reservation

To add a new Customer when creating a new Reservation choose Bookings and click New Reservation

Enter the required Customer details in the New Customer column

Click Save and proceed with the Reservation [See: How do I create a new Reservation?]

A new Customer can be added in two places:

• From the Customer List
• When creating a new Reservation (see How do I create a new reservation?]

From the Customer List

To add a new Customer from the Customer List, tap the Customers page and then on the + icon

Tap New Customer from the pop-up

Complete the following details in the New Customer pop-up:

Tap Save

It is also possible to import contacts from the Contact list on your device. Tap on the Customers screen and then on the + or Actions button in the top right corner then on Import Customers

From here you can:

• Scroll through the list, tapping on any contacts you wish to import. A tick will appear next to the selected contact
• Select All (to select all contacts on your device) or None (to deselect) from the All/None toggle

Tap Import

The contacts from your device will appear in your Customer List

When creating a new Reservation

To add a new Customer when creating a new Reservation tap Bookings > New Reservation

Tap on the New Reservation pop-up and enter the new customer details 

Tap Save and proceed with the Reservation (see the iOS tab of How do I create a new Reservation?)

A new Customer can be added in two places:

• From the Customer List
• When creating a new Reservation (see How do I create a new reservation?]

From the Customer List

To add a new Customer from the Customer List, tap Customers 

Tap the + Icon

Complete the fields in the New Customer box:

Tap SAVE

When creating a new Reservation

To add a new Customer when creating a new Reservation tap Bookings 

Tap on the + Icon

Tap one of the following:

• Service
• Class
• Timetable Class

Tap the + Icon again and enter the Customer's details into the New Customer box

Tap SAVE