Summary
In this guide, we will show you how to add a customer from the Front of House/Dashboard.
Video walkthrough
Step by step guide
-
From your home page, select the 'Front Of House' module.
-
Select 'Dashboard' tab
-
On your dashboard go to 'Add Customer'
-
Fill in the fields with the customer's details and click 'Submit'. It is best to fill in all or as many details as possible.
Note: A new customer record MUST have either an email address or phone number in order to be added. If missing both, submit will be greyed out.