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:
Click "Customers" in Top Navigation
Click the “New Customer” Button
In Add Customer Modal Window,
Insert Customer's First Name in First Name Text Field
Insert Customer's Last Name in Last Name Text Field
(Optional) Insert Customer's Phone Number in Phone Number Text Field
Insert Customer's Email in Email Text Field
Click the Communication Preferences Checkbox to opt Customer in or out of Text Messages
(If Needed) Insert Customer's Address in Address Text Field
If No Emergency Contacts:
Click Customer has no emergency contacts Checkbox
If Adding Emergency Contacts:
Insert Customer Emergency Contact’s Name in Emergency Contact’s Name Text Field
Insert Emergency Contact’s Number in Emergency Contact Number Text Field
Click “Create” Button