How to add new customer via FOH?


In this guide, we will show you how to add a customer from the Front of House/Dashboard.


Video walkthrough


Step by step guide


  1. From your home page, select the 'Front Of House' module.


  2. Select 'Dashboard' tab


  3. On your dashboard go to 'Add Customer'


  4. 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.Screenshot_2023-06-05_at_11.32.15.png


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