Creating a New Customer

A customer can be created before an event can be scheduled, as all event details are tied to the customer record.

Customer records store important information such as contact details, billing information, and addresses. Once a customer is selected during event creation, this information is automatically populated, saving time, reducing manual entry, and ensuring data accuracy and consistency across the system.

The Primary Contact tab is also divided into two sections:

• Primary Contact Information
  • Enter the customer’s main details, such as:
    • Name or Business Name
    • Phone Number
    • Address
    • Email
• Additional Details
  • Complete the following fields:
    • Salesperson Name
    • Customer Type
    • Referred By
    • Mail Type

Once all required information has been entered, be sure to click Save or Save & Close to keep your changes:

The Billing tab is divided into three main sections:

• Customer Billing
  • Enter company-related information such as:
    • Company Name
    • Phone Number
    • Billing Email
• Company Details
  • Provide additional financial and administrative details, including:
    • Tax Exempt ID
    • Billing Account Number
    • Options for Convenience Fees or ACH payments
• Payment Information
  • Enter and manage payment details such as:
    • Credit Card information
    • ACH (bank) details

This ensures accurate billing and smooth payment processing:

In the Additional Info tab, you can enter and manage a variety of supporting details related to the customer, including: Prospect Profile (e.g., Wedding, Location, Company Size, etc.), Financial Budget information, Mobile App access settings, Delivery and Pickup details

Email History for tracking previous communications

This section helps provide a more complete view of the customer and supports better planning and communication.

In the Notes tab, you can add and view notes related to the record. These notes are visible to other team members, making it easier to share important information and collaborate:

In the CRM tab, you can track and manage customer interactions by setting the Last Action and scheduling the Next Action. You can also view the CRM activity history and upload files for record-keeping, helping maintain organized and up-to-date communication details:

 

In the Calendar tab, you can view and track events assigned to the user, helping you stay organized and manage schedules more effectively:

 

In the Secondary Contact tab, you can add an additional contact associated with the customer, allowing you to store and manage more than one point of contact when needed:

In the Cost Centers & Venues tab, you can assign a Cost Center, Venue, Staff member, Room, or Suite to the customer. This helps ensure that events associated with the customer are properly organized, tracked, and aligned with the correct locations and resources: