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Add a customer
Adding a customer starts a booking for them. Their details are added to your records when you create their first booking.
Before you begin
- You need permission to manage customer records.
Add a customer
- Go to Customers and select Add Customer (or use Create Customer in your dashboard's Quick Actions).
- Enter the customer's Full Name and Email Address. Both are required.
- Optionally, enter their Phone Number.
- Select Continue to Booking.
The POS opens with the customer's details filled in. Finish the booking to add them to your records. See Create a POS booking.