Creating a customer

You can add a customer from:

1. Customers
2. 'Add job' button in Jobs
3. 'New booking' button in Scheduling

How to create a customer from the Customers module:

Breakdown:

• Select ‘Add Customer’ button in top right corner

• Input customer information
  • 'First name' is required
• You can add credit/debit cards in the 'Payment info' section

• Select ‘Save New Customer’ or 'Save & Create Job'

How to create a new customer from Jobs/Scheduling:

• Click on “Add Job” within the Jobs module OR “New Booking” within the Scheduling module

Jobs:

Scheduling:

• Click the drop down arrow in “New Customer”

• Enter customer info and proceed to filling out job details for customer
• Click 'Save'

Considerations:

• First name is the ONLY required field
• You can ONLY add a credit/debit card to a customer when creating a customer from the Customers module
• Customer information will automatically sync with your Stripe/Square account

Need help with creating customers? We can help! Email us at help@maidily.com for 24/7 support