Creating a new customer from the customer list
1. Click on "Customer list" button in the sidebar.
Open the sidebar menu and click on the " Customer list " button. When the page has finished loading you will see a table with all customers you have saved already.
2. Click on the " + " button
In the top right of the customer list page, click on the " + " button to open the modal and start creating a new customer.
3. Step 1: Personal information - salutation
Select a salutation from the dropdown menu.
4. Step 1: Personal information - First and last name
Fill in the first and last name of the customer.
⚠️ First and last names are obligatory fields for creating a customer.
You can find a " * " next to the obligatory fields.
5. Step 1: Personal information - Date of birth
Click on the calendar icon to select a date. Alternatively, you can also type the date in the following date format: DD/MM/YYYY.
6. Step 1: Personal information - Language
Select the language(s) that your customer prefers. You can select more than one language from the dropdown menu.
7. Step 1: Personal information - Newsletter
When you have your Mailchimp account connected with Divery, you can sign up people for your newsletter when creating a new customer.
⚠️ Connect with Mailchimp
Divery sends the information to your Mailchimp account. There you can organize your email and marketing. People are not automatically signed up by checking this box. The customer will receive an email to confirm their subscription to your newsletter.
8. Click on NEXT
Click on the " NEXT " button to go the the second step.
9. Step 2: Address - Nationality
Fill in the nationality of the customer.
10. Step 2: Address - Fill in address manually
When the pencil icon is visible, you can type in the address of the customer. The autocomplete function will be turned off and you need to fill in all the fields yourself.
Click on the icon to switch between manual and autocomplete.
11. Step 2: Address - Fill in Address using autocomplete
When the checkmark icon is visible, you can start typing the street name and use the autocomplete to complete the address.
Click on the icon to switch between manual and autocomplete.
12. Click on NEXT
Click on the " NEXT " button to go the the last step.
13. Step 3: contact details - Email
Fill in the email of the new customer.
14. Step 3: contact details - Mobile and phone number
Fill in the mobile and/or the phone number of the new customer.
15. Step 3: contact details - Note
You can add a note for this customer. This can be a reminder, a special request, or any other information that you would like to remember.
16. Click on SAVE
Click on the " SAVE " button if you want to save the customer in the database but you don't want to do any further actions for this customer at the moment.
17. Click on "CHECK-IN NOW"
Click on the "CHECK-IN NOW" button if you want to save the customer in the database. If you also want to do further actions for this customer immediately (for example: add arrival and departure date, add items in the shopping cart, ...). When you click on "CHECK-IN NOW", you will be redirected to the customer dashboard of this customer.
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