Adding Customer and Participant
Alexander Richards avatar
Written by Alexander Richards
Updated over a week ago

Usually, Customers and Participants will add themselves through the Customer Hub. However, in certain circumstances, it may be necessary to add a Customer and Participant "manually" into FunJoin via the Admin Panel.

Reminder:

You will need to add the Customer before you add the Participant. In FunJoin, Participants are always "attached" to Customers.


How to Video


Add Customer in Admin Panel

Steps:

  1. Click "Customers" in Top Menu Bar

  2. Click the “+ Customer” Button

  3. In Add Customer modal window,

    1. Enter Customer's First Name in First Name Textbox

    2. Enter Customer's Last Name in Last Name Textbox

    3. Enter Customer's Phone Number in Phone Number Textbox

    4. Enter Customer's Email in Email Textbox

    5. (Optional) Enter Customer's Address in Address Textbox

    6. (Optional) Enter Customer Emergency Contact’s Name in Emergency Contact’s Name Check Box

    7. (Optional) Enter Emergency Contact’s Number in Emergency Contact Number Text Box

    8. Click “Create” Button

Add Participant in Admin Panel

Steps:

  1. Click "Customers" in Top Menu Bar

  2. Find Customer (Parent/Guardian of Youth Participant) in Customers Table

  3. Click on Customer Name

  4. On Customer Page, Click “+” Button under Participants

  5. In Add Participant modal window,

    1. Enter Participant's First Name in First Name Textbox

    2. Enter Participant's Last Name in Last Name Textbox

    3. Enter Participant's Date of Birth in Date of Birth Date Box

    4. (Optional) Enter Participant's Pronouns from Pronouns Dropdown

    5. (Optional) Click “Upload Photo” Button

      1. Select Photo from Computer

      2. Click Open

        1. (If needed) Crop image in Crop Image modal window

        2. (If needed) Click “Save Changes” Button in Crop Image modal window

    6. (Optional) Enter Participant Medical Conditions in Medical Conditions Textbox

    7. (Optional) Enter Participant's Allergies in Allergies Textbox

    8. (Optional) Enter Employee’s Notes in Employee’s Notes Textbox

    9. (Optional) Enter Customer’s Notes in Info. (From Customer) Notes Textbox

    10. Click “Submit” Button

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