HOW TO: Create a New Customers
- Navigate to ‘Customers’ from the Main Menu icon
in the top left corner. - Click ‘+ New Customer‘
- Within the ‘Personal Information‘ tab , fill in the contact fields to create the customer profile:
- Required Fields
- First Name
- Last Name
- Mobile Phone Number
- Optional Fields:
- What is the customer wearing?
- Event Date
- Email Address
- Assigned Associate
- Customer Category
- How did you hear about us?
- Home Phone Number
- Upload a Customer Image
- Customer’s physical address
- Click Save & Continue
- Next, you will automatically be taken to the ‘Event Details & Members‘ tab to select the bridal customer’s budget.
- Click, Save at the bottom of the page
- Within the customer profile you have the option to add customer notes and measurements whenever you’d like by clicking on the respectively named tabs.
- Note Measurements will update to the appropriate record type depending on what the customer was shopping for, a dress or a suit
- Other important tabs such as, To-Dos, Purchase + Pick Ups, Payments & Saved Cards, Appointment Fees, Curated Styles, & Customer Survey are also housed within the customer profile for you and your staff to edit & view.