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Add a customer

1

Open the customer creation form

Click Customers in the main menu, then click Add Customer.Customers index page
2

Fill in customer information

Enter the customer’s basic information:
  • First name (required)
  • Last name (required)
  • Email address (optional)
  • Phone number (optional) Customer form filled
3

Optionally add a property

Check the Add a property checkbox if you want to create a property address at the same time.When checked, you’ll see address fields to fill in:
  • Street address
  • City
  • State
  • Postal code Property form filled
4

Save

Click Create Customer to finish. If you added a property, you’ll be taken to the property page. Otherwise, you’ll see the customer details page.Property show page

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Edit customer information

1

Open the customer page

Go to Customers and click on the customer’s name.
2

Click Edit

Click the Edit button on the customer details page.
3

Update information

Make your changes to:
  • First name
  • Last name
  • Email address
  • Phone number
4

Save changes

Click Save to update the customer information.

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Search for customers

Use the search bar at the top of the Customers page to find customers by name, email, or phone number. Click on any customer in the results to view their profile.