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Adding new customers

How to add the new customer 

By choosing a Customers from a Time Control icon from a sidebar menu on the left, you can search for a existing customer using filters such as name, customer ID or their status (active, inactive) or create a new one.  To create a new one click on the "add customer".

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A popup window will open and you will enter the basic information about your customer and click continue .

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You will continue with contact information and also click continue.

To create a user profile after filling in the user name click on a little "lock" button to create a unique password for a new customer. 

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Set the toggle button to “active” in order to send the activation email to user when activated. Click continue to finalize onboarding. 

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After reviewing the information about new customer, click Finalize onboarding.

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If you forgot to send activation email to a new customer, you can do so by clicking on the three dots menu on the right of the customers name and chose "resend activation menu" . For other details about a customer, and to get to their profile simply click on their name or "open in new tab".3dots.png

 

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