Use the Add New Customer page to enter customer names, addresses, contact information, and notes/alerts for a new customer record.
Enter the name, residential address, mailing address (if different from the residential address), phone numbers, and email address of the new customer.
Notes:
If the customer has agreed to receive promotional text messages over the cell phone number entered, click Agree to receive text messages?
If the customer has agreed to receive promotional emails, click Promotional Email?
Select the customer's Role in Family, Gender, Date of Birth, Customer Type, and/or any other important details in the Personal Information section.
Notes:
The customer type determines the charges that will be applied to this customer for facility reservations.
To override the Calculated Grade for the new customer, select a grade level from the Grade Override dropdown list.
To specify that the customer is eligible for resident charges, click Resident?
To specify that the customer is the main contact for mailing list communications and reports referring to the customer's family, click Head of Household?
To notify staff that the customer requires special handling and to display customer alert notes during transactions, click Special Handling?
To specify that the customer has used a membership punch card over the number of allotted punches, click Membership Overusage?
If the customer agrees to be included in your promotional mailing list, click Promotional Postal Mail?
Enter any alternate keys that are linked to the customer, if applicable
Enter contact information for the people to contact in the case of an emergency.
Enter the customer's Login Name, Password, security Question, and security Answer for access to the public site.
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.
Enter any notes or alerts for this customer.
Answer any Custom Questions, if applicable.
To make the customer the authorized agent of a company when creating facility reservations, click Attach a Company in the Linked Companies section.
Click Save.
Adding or modifying a customer
Adding a family member to a customer account