Creating a New Customer

Modified on Fri, 25 Apr at 1:39 PM

Start the Process: To create a new customer, tap the (+) icon at the bottom of the screen.

Choose ‘Create New Customer’: Once the icon is tapped, a menu will appear with a 2 options. Select ‘Create New Customer’ to get started.
Look Up an Existing Customer: To look up an existing customer, simply type in their email address and fill in the required information.

Remember, fields marked with an asterisk (*) are mandatory.
Choose Customer Type: For Customer Type, you can select one of two options:
- Post Paid: The invoice will be created immediately after the job is completed.
- On Account: The invoice will be sent out later.

Personalise Settings and Manage Notifications: On this screen, you can also personalise customer settings and manage notifications by using the toggles. Options include:
- Enabling Job Logs
- Sending Birthday Greetings
- Choosing preferred notification methods (SMS, Email, or In-App)

Submit the Customer Information: Once all the information is filled out, tap ‘Submit’. A confirmation screen will appear, confirming that the customer has been created successfully.

Customer Email Notification: Once the process is complete, the customer will receive an email notification letting them know their account has been successfully created.