You are viewing the documentation for an old version of Ovatu (Classic)
Switch to new docs
Ovatu

How do I add a new Customer?

A new Customer can be added in two places:

From the Customer List

To add a new Customer from the Customer List, choose Customer > List

This screen is a list of all of the Customers in your account.

Click Add Customerhow-do-i-add-a-new-customer

Complete the required fields in the Customer tab and Address tab

Click Save

When creating a new Reservation

To add a new Customer when creating a new Reservation choose Bookings and click New Reservation

Enter the required Customer details in the New Customer column

Click Save and proceed with the Reservation *See: How do I create a new Reservation?*

A new Customer can be added in two places:

From the Customer List

To add a new Customer from the Customer List, tap the Customerspage and then on the + icon

Tap New Customer from the pop-up

how-do-i-add-a-new-customer

Complete the following details in the New Customer pop-up:

how-do-i-add-a-new-customer Tap Save

It is also possible to import contacts from the Contact list on your device. Tap on the Customers screen and then on the + or Actions button in the top right corner then on Import Customers

how-do-i-add-a-new-customer From here you can:

  • Scroll through the list, tapping on any contacts you wish to import. A tick will appear next to the selected contact
  • Select All (to select all contacts on your device) or None (to deselect) from the All/None toggle

Tap Import

The contacts from your device will appear in your Customer List

When creating a new Reservation

To add a new Customer when creating a new Reservation tap Bookings > New Reservation

Tap on the New Reservation pop-up and enter the new customer details 

how-do-i-add-a-new-customer

Tap Save and proceed with the Reservation (see the iOS tab of How do I create a new Reservation?)

A new Customer can be added in two places:

From the Customer List

To add a new Customer from the Customer List, tap Customers

how-do-i-add-a-new-customer

Tap the + Icon

Complete the fields in the New Customer box:

how-do-i-add-a-new-customer

Tap SAVE

When creating a new Reservation

To add a new Customer when creating a new Reservation tap Bookings

how-do-i-add-a-new-customer

Tap on the + Icon

Tap one of the following:

  • Service
  • Class
  • Timetable Class

Tap the + Icon again and enter the Customer's details into the New Customer box

Tap SAVE


Copyright © 2023