Creating a Customer Step By Step Instructions:
1. Navigate to Customers > Manage Customers > click the ellipses (⋮) > select Add New Customer.
2. Select User or Company.
Note: User accounts are for individual renters. Company accounts are for businesses with multiple representatives.
3. To create a User, keep the User tab selected and fill out the customer's full name and email address (required). Add a company name and phone number if provided. If the customer doesn't have an email, check Does not have an email. Click Add when complete.
For managing customer details, see How to Manage Customer Information.
4. To create a Company account, select the Company tab and fill out the company name and email address (required). Add a phone number if provided. If the customer doesn't have an email, check Does not have an email. Under Primary Representative, enter the representative's full name (required) and their phone number, title, and email if provided. Click Add when complete.
For adding representatives and assigning roles, see Adding Company Representatives and Assigning Roles to Company User Accounts.