Customer Intake

Create a New Customer

In order to add a new customer to your system, you'll first need to enter in some information about them.

At the top of the customer intake popup menu, you can tap on four different categories to enter details (note that only the fields highlight in blue are required):

Owner

This field is for storing the owner of the instrument's information. These details include:

Name
Email address
Phone number
VIP status
Whether or not it is a company account
General notes

And under Additional Details:

Address
Band affiliation
Band website
Tax status
Discounts

Assistant

If a person other than the owner of the instrument will be dealing with its service, this is the place to enter their information.

The main differences in this menu, compared to the Owner menu, are that it allows you to:

Detail the Assistant's relationship to the Owner
Designate the Assistant as the primary contact

Shipping

This is where you can enter a customer's shipping information.

The layout here is very similar to the Owner category; you can even tap the blue "Copy Primary Info" link under the name section to copy over redundant information from the Owner page.

Billing

This is where you can enter a customer's billing information.

This page is nearly identical to the Shipping page. Make sure to take note if a customer's billing address is different from their shipping address.

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When you have finished recording these details, tap the blue "Create New Customer" button atop the page.

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Use Existing Customer

If a sale is being made to a customer whose details are already in your system, you can search up their information via the "Search Customers" dropdown in the top left.

To use the details of an existing customer:

Tap on the search bar at the top left of the page
Type the name of the customer
Tap their name to auto-populate their information into the intake menus

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When you have finished recording these details, tap the green "Continue With Customer" button atop the page.

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