Learn how to add customers using the website

Customers can be added several ways. In this topic we will show you how to add customers through the website interface. 

The “Customers” page of the website will display a list of your current customers.

To get to the “Customers” page, ensure that you are logged into your account. Then find either the “MY COMPANY” box in the upper right hand corner or the “Account Navigation” link. Click on either of these to show the page drop-down list. Then click on “Customers”.

You can page through the results, or narrow the results down by entering a First Name, Last Name, and/or Customer ID.

Customers Screen

To add an new customer, click the “Add New Customer” button.

You will see the following fields:

 Add A Customer

Click Here For info on adding appointments though the website