Customers: 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, tap the Customers page and then on the + icon

Tap New Customer from the pop-up

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

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

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 

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

Ready to take the next step in scaling your business?

Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.


Still have questions? Chat to one of our friendly Customer Success experts.

They’re available around the clock and will answer any questions you have. Click here to chat.

... ...

Ready to bring your business online with Ovatu?

Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.

or call (628) 500-7735