1. Option 1 – You can add a new customer while creating an agreement or reservation by clicking on the “Add New Customer” button.
1. Upon clicking you will be able to see a form, here you can fill in the details of the customer. Fill in the details
2. Below are the mandatory fields to be filled in,
Customer Type
First Name
Last Name
Date Of Birth
Mobile Number
Address
City
Country
State/Province
Click on “Save” if you are done filling.
2. Option 2 – If you have already added a customer from the customer module, you can select that particular customer by searching for the customers name.
Once you enter the details and search, the customers will load and you may select the correct customer by clicking on the name of the customer.
