Creating New Customers

How to create a new customer

• Once you're logged into your Workspace, select the customers page.
• To add a new customer, select "create customer" and a begin filling out the form.
• Enter your new customer's full name, provide their email address, and select their preferred time zone. (Accurate information is vital to ensure smooth communication and scheduling.)
• After filling in the customer details, click "Submit," and your new customer will be added to the system.
• Once your customer has been entered into the system, you can continue to enter the address, phone contact and any notes you would like attached to the customer's information.
• To upload your customer's avatar, select the avatar place-holder next to the customer's name and follow the instructions to upload an image.
• To add any additional custom fields, select "ADD CUSTOM FIELD." Enter the label, the default value (if applicable,) whether or not this is a required field, the description of the custom field and the allowed value options.