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Add a Customer

Learn How To Quickly Create a Customer Profile via the Admin Panel.

Alexander Richards avatar
Written by Alexander Richards
Updated over 2 weeks ago

Overview

Usually, Customers will create their own Customer Profiles via the Customer Hub. However, in certain circumstances, it may be necessary to add a Customer "manually" into FunJoin via the Admin Panel.

After you add your Customer, you can Add a Participant.

🔔 Reminder:

You must create the Customer Profile before you add a connected Participant.


Step-by-Step Instructions

Add Customer in Admin Panel

Steps:

  1. Click "Customers" in Top Navigation

  2. Click the “New Customer” Button

  3. In Add Customer Modal Window,

    1. Insert Customer's First Name in First Name Text Field

    2. Insert Customer's Last Name in Last Name Text Field

    3. (Optional) Insert Customer's Phone Number in Phone Number Text Field

    4. Insert Customer's Email in Email Text Field

    5. Click the Communication Preferences Checkbox to opt Customer in or out of Text Messages

    6. (If Needed) Insert Customer's Address in Address Text Field

    7. If No Emergency Contacts:

      1. Click Customer has no emergency contacts Checkbox

    8. If Adding Emergency Contacts:

      1. Insert Customer Emergency Contact’s Name in Emergency Contact’s Name Text Field

      2. Insert Emergency Contact’s Number in Emergency Contact Number Text Field

    9. Click “Create” Button

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