Customers
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      1. Knowledge Base Class Manager
      2. Customers

      Adding a Customer Profile

      Add customer profiles or a bill payer account

      It's essential to note that when creating a customer profile, this individual serves as the primary bill payer, responsible for tuition or class fees. If you'd like to include an additional contact, like a second parent or grandparent, follow the link here to include additional contacts for existing customers.

      When it comes to adding new customers, there are three methods that can be used:

      1. Online registration Form (your customers sign up via the portal link):

        1. Provide your new customers with an online registration form. The link can be found by following these steps:
          • Click Dashboard on the left menu.
          • Find the My Portal widget.
          • Click Copy Register Link.
        2. By using this form, customers or parents can sign up and provide all their necessary information and an optional photo.

      2. Manual Addition (you manually add your customers data as admin):

        1. If needed, you can manually add customers to your system.
        2. Follow these steps:
          • Click < to the right of Customers.
          • In the expanded menu click Create.
          • Fill in the customers basic information, such as full name, address, billing address, email address, including an optional photo. Mandatory fields are marked with a red asterisk (*).
      3. Importing customer data from a spreadsheet:
        1. Alternatively, we can import your customer data from a spreadsheet. Check out the guide provided here to learn more about the process.

      Please note: If you want your customers to agree to your terms and conditions, it is best to have them sign themselves up via the online registration form where they will need to agree before being able to sign up.

      For manual additions and importing customer data, you can ask your customers to log in and agree at a later date if you so wish. 

      It's important to select the method that best suits your workflow and ensures compliance with your terms and conditions. Whether it's through online registration, manual addition, or importing customer data, our goal is to streamline the process and provide flexibility for both you and your customers.

      If you have any questions or need further assistance, don't hesitate to reach out to our support team. We're here to help! 🙌