aasure
← Customers

Help / Customers

How to add a customer

Create a customer record with contact details, tags and notes, so bookings and history stay with the right person.

Quick answer

Open Customers, select List, click Add contact, enter the customer’s Name, then click Add Customer.

Before you begin

  • You need an Owner or Admin role to add customers.
  • Name is always required. Email and Phone are required only if your customer settings ask for them.

Steps

7
7 STEPS

Press Play, or step through it yourself.