How to create a new Customer from the Customers Module

Summary

This guide will walk you through the process of creating a new customer using the Customer Module.

What is a Customer?

A customer is anyone who uses your facilities, either by holding a membership or making a booking. You can also use the "Quick Add" feature on the Dashboard to add customers—please refer to that specific guide for details.

 

Step-by-Step Guide

1. Navigate to the Customer Module

From the Home Page, go to the Customer Module.

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  • Here, you can search for existing customers using a reference number, name, email, or phone number. Click View to access and manage their account.

    Screenshot_2023-05-10_at_14.48.28.png

2. Create a New Customer

Click on Create New Customer in the top-right corner.

  • You can configure the information you would like to collect during customer account creation in this section.

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3. Fill in Customer Details

  • A) Personal Details

    • First Name (Required)
    • Last Name (Required)
    • Date of Birth

      Screenshot_2023-05-10_at_14.58.27.png

  • B) Contact Details

    • Email (Required)
    • Phone Number
    • Address

      Screenshot_2023-05-10_at_14.58.40.png

  • C) Emergency Contact Details

    • Name
    • Phone Number
    • Relationship
    • Address

      Screenshot_2023-05-10_at_14.58.53.png
  • D) Additional Details

    • Gender
    • Ethnic Background
    • Disability Information
    • Marketing Preferences

      Screenshot_2023-05-10_at_14.59.04.png

4. Finalize Creation

Once all required details are filled in, click Create to complete the process.

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Customer Management Features

After creating a customer, you can manage various aspects of their account, including:

 

 

 

 

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