How do I add a customer?
Customers → New customer, or straight from the booking form.
- Open Customers and press New customer.
- Enter their name, email, phone and type (home, office or short-let).
- Add one or more addresses with Add address, including getting-in notes for the cleaners.
- Choose the invoice default: Yes, No or Not sure yet.
You can also add a customer while booking with New customer in the booking form.