Creating a New Customer


  1. Select Students or Customers from the home screen.
  2. Click Create New to add a new customer.
  3. Input the customer's name and email address. Optionally, assign them to an instructor.
  4. Click Save to save the customer's details.
  5. Under the Login tab, create generic login credentials for the customer.
  6. In the Contact tab, add the customer's cell number for appointment text reminders.
  7. 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.