Adding Customers

You can add customers manually from the customers dashboard, or they are created automatically when a customer places a booking through your website.

How to add a customer manually

1. Go to Customers in the main navigation
2. Click the Add Customer button
3. Complete the form and click Add Customer to save

Customer fields

Fields marked with * are required.

Field	Required	Description
First Name	✅ Yes	Customer's first name
Last Name	✅ Yes	Customer's last name
Email	No	Customer's email address
Phone	No	Customer's phone number
Company	No	Company name if the customer is a business
Status	✅ Yes	Active or Inactive
Automatic Discount (%)	No	A permanent percentage discount applied to all their orders
Tax Exempt	No	Check this box if the customer is tax exempt
Use Invoicing	No	Bills the customer manually via invoice rather than online payment

Customer status

A customer must be set to Active to be able to create orders under their profile. Inactive customers cannot have new bookings made against their account.

Tax exempt customers

If you check Tax Exempt when creating a customer, all orders placed under their account going forward will have tax removed automatically. You should also upload their tax exemption certificate in the Documents tab of their profile.

See Managing Customers for more details on tax exemption and automatic discounts.

tip

If a customer already exists in the system from a previous online booking, you don't need to add them again — just search for them in the customer list.