How to create a customer

Add a customer record so your team can keep contact details and repair history together.

1. Open Customers

From the main navigation, select Customers.

YourBiz main navigation with Customers highlighted
Select Customers from the main navigation.

2. Create a new customer

Select Add Customer to open a new customer record.

YourBiz Customers page with the Add Customer button visible
Select Add Customer to open a new customer record.

3. Enter customer details

Enter the customer's basic contact details, review the information, and save the record.

Only the first name field is required.

Create Customer form with contact fields and the Create Customer button
Enter the customer's details, then select Create Customer.

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