Add a customer

Add a new customer so you can book jobs for them.

For office

  1. Open Clients (in the Business menu) and press + Add Client.
  2. Fill in a short Code and the customer's Name. Add their email Domains if you use email booking, so their emails are recognised.
  3. Press Create.
  4. Open the new customer to add contacts and their Rate Card.

Adding customers and editing rates needs an admin or scheduler login.

Common questions

Where do I set a customer's prices?

Open the customer on the Clients page and use the Rate Card tab.

Next: Publish training for drivers