You can add a customer from:
- Customers
- 'Add job' button in Jobs
- 'New booking' button in Scheduling
How to create a customer from the Customers module:
Breakdown:
- Select ‘Add Customer’ button in top right corner
- Input customer information
- 'First name' is required
- You can add credit/debit cards in the 'Payment info' section
- Select ‘Save New Customer’ or 'Save & Create Job'
How to create a new customer from Jobs/Scheduling:
- Click on “Add Job” within the Jobs module OR “New Booking” within the Scheduling module
Jobs:
Scheduling:
- Click the drop down arrow in “New Customer”
- Enter customer info and proceed to filling out job details for customer
- Click 'Save'
Considerations:
-
First name is the ONLY required field
-
You can ONLY add a credit/debit card to a customer when creating a customer from the Customers module
-
Customer information will automatically sync with your Stripe/Square account
Relevant articles:
Need help with creating customers? We can help! Email us at help@maidily.com for 24/7 support