Create a customer profile from the New Job form or the Customers screen, then enter the details your team needs.
Before you start #
- Have the customer’s name and the contact details you want to record ready.
- Choose Add a New Customer while booking, or open Customers to create the profile first.
1
Add a customer while booking a job #
From the New Job screen, choose Add a New Customer to create the customer record before continuing with the booking.
2
Start from Customers #
You can also open Customers and select New Customer.
3
Complete the customer profile #
In Basic Information, enter the customer details you need. Use Address, Other and GDPR for additional profile information, contact preferences, notes and consent details. Configured customer custom fields appear on the form. Select Add Customer Profile to save.
What happens next #
The profile is saved to Customers and can be selected when booking a job. You can return to update its details later.
Common questions #
Can I add a customer while booking? #
Yes. Choose Add a New Customer from New Job, complete the profile and continue with the booking.
What do the customer form tabs contain? #
Basic Information holds the core details. Address, Other and GDPR provide additional profile fields.
Can I add extra customer fields? #
Yes, when customer custom fields have been configured in Settings.
