Adding details for a new customer

Use the Add New Customer page to enter customer names, addresses, contact information, and notes/alerts for a new customer record.

 

    1. Enter the name, residential address, mailing address (if different from the residential address), phone numbers, and email address of the new customer.

    2. Notes:

    3. Select the customer's Role in Family, Gender, Date of Birth, Customer Type, and/or any other important details in the Personal Information section.

    4. Notes:

    5. Enter any alternate keys that are linked to the customer, if applicable

    6. Enter contact information for the people to contact in the case of an emergency.

    7. Enter the customer's Login Name, Password, security Question, and security Answer for access to the public site.

    8. Note: The security question is asked if the customer forgets the password when trying to log into the public site. If the customer's answer matches the answer entered here then a new password is emailed to the customer.

    9. Enter any notes or alerts for this customer.

    10. Answer any Custom Questions, if applicable.

    11. To make the customer the authorized agent of a company when creating facility reservations, click Attach a Company in the Linked Companies section.

    12. Click Save.

Related topics

Adding or modifying a customer

Adding a family member to a customer account