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Use our range of help guides to learn everything you need to hit the ground running!

How do I add a new Customer?

A new Customer can be added in two places:

From the Customer List

To add a new Customer from the Customer List, tap the Customers page and then on the + icon

Tap New Customer from the pop-up

Complete the following details in the New Customer pop-up:

Tap Save

It is also possible to import contacts from the Contact list on your device. Tap on the Customers screen and then on the + or Actions button in the top right corner then on Import Customers

From here you can:

  • Scroll through the list, tapping on any contacts you wish to import. A tick will appear next to the selected contact
  • Select All (to select all contacts on your device) or None (to deselect) from the All/None toggle

Tap Import

The contacts from your device will appear in your Customer List

When creating a new Reservation

To add a new Customer when creating a new Reservation tap Bookings > New Reservation

Tap on the New Reservation pop-up and enter the new customer details 

Tap Save and proceed with the Reservation (see the iOS tab of How do I create a new Reservation?)

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