Creating a New Customer
- Select Students or Customers from the home screen.
- Click Create New to add a new customer.
- Input the customer's name and email address. Optionally, assign them to an instructor.
- Click Save to save the customer's details.
- Under the Login tab, create generic login credentials for the customer.
- In the Contact tab, add the customer's cell number for appointment text reminders.
- Inform the customer they can modify their login and reminder settings in their profile.
When creating a new profile for a customer, it is highly recommended to enter first name, last name and email address at a minimum. With those 3 requirements, you can create a username and password for the customer. Doing so will allow them to login and book their own appointments.