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How to add a customer

Steeve avatar
Written by Steeve
Updated over 3 months ago

You can create a customer in two ways, through the customer tab or when creating a new reservation.

  • Create Customer through customer tab

  • Create Customer through creating a reservation

Create Customer through customer tab

Navigate to the customer tab and Choose "create customer," then specify the customer type as Guest or Company. The only required field to complete is the last name, although the email address is crucial, and having more details about your customer is beneficial.

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Create Customer through creating a reservation

When creating a new reservation navigate to the Customer field and click "Create a new one" below the Find Customer line. Specify if the customer type is a Guest or a Company. The only required field to complete is the last name, although the email address is crucial, and having more details about your customer is beneficial.

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