Support Center

Adding a New Customer

Last Updated: Oct 10, 2017 11:09AM CDT
You have a customer that walks thru your door wanting to rent everything they need for an upcoming wedding or event.  Thankfully, you have everything they need.  However, when you start to create the transaction and select the customer, they’re not in your customer list.  No problem.  You can very easily add them as you’re creating the transaction.
To start the new rental, you will click + New Transaction from the workbench or New Rental from the Counter Menu.  From the customer search screen, click + New Customer. 

*Note: if you have a 2D Driver's License scanner, you can scan their licenses by clicking the Scan Driver's License button and all of their information will populate for you. For recommended scanners, you want to go to Admin-Configuration-Barcode Configuration. 
Once you click + New Customer, you want to enter at least their first name, last name and email address or primary phone number.  It is nice to have all of their information but, to get the quote to them quickly, these are the only fields required.

If you click Advanced Mode, you will find more information such as their DL number.

 and if they’re tax free or damage waiver exempt options. 
You can also add an on-going sale or rental percentage discount for the customer. 
Once information has been entered, don’t forget to click Save.  You will then be sent to the next step of creating the quote. 
You can also add this customer directly from the counter by clicking More and choosing Customers or from Admin-People-Customers.  Click the + New Customer button and you'll see the customer fields to complete.

If you want to be able to make changes to the customer’s information later, you can do so either directly from the contract by clicking the edit icon next to their information or from their customer record within the customer list. 

*NOTE:  If you make any changes to the customer information from the transaction, this will also update the customer record.  If the customer has more than one transaction, this change will only update on the transaction you're making the change for as well as the customer record.  For any other transactions the customer may have, you will need to go to each transaction and change the customer by clicking the search icon.  You want to select the same customer which will have the updated information.  

*NOTE:  If you update the customer record, you will also need to update the contract by switching the customer from the search icon on the transaction and choosing the same customer with the corrected information.

Click Here to reach a support team member to further assist you in creating or updating a new/existing customer.  Or, click the Live Chat feature found at the bottom right of the screen to instantly chat with a support team member.


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