Add a Customer - Web Version

To create a new customer profile, follow the steps below:

If you're trying to add a customer and you get a message stating, "Email Address Already Exists," click this link: Email Address Already Exists

1. Click Customers.
   
   
   
2. Click Create New.
   
   
   
3. You can add the following information when creating a new profile:
   
   
   • The customer's email address, first name, last name, and phone number. An email address, first name, and last name are required.
   • The family member or person the customer wants to copy on email notifications when appointments are booked (CC Appointment Email to).
   • The customer's birthday (Birth Date).
   • Gender.
   • How long they've been a customer of your business. Click on the calendar icon to select a new date (Customer Since).
   • Appointment Reminders - The types of notifications they prefer to receive when appointments are booked.
     Choices are: email, text, and push notifications.
   • General tags. A General Tag is a keyword or phrase added to a customer's profile. It can be used as an identifier or as a way to locate a customer. For example, you can add a general tag such as VIP to designate specific profiles with a VIP status.
   • The name of the customer's referrer (Referred By). This way, you'll be able to keep track of customers who've had the most referrals when you run customer reports. (Customer List Report)
   • The option to block a customer from booking with your business online. You also can select to approve or deny a customer's request to book or allow the customer to book online (Online Booking).
   • The customer's home address (Address).
     
     
4. Click Save when you're finished.