How to add a new Customer

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Here is a step by step process to add a new customer to your PodiumIO account after you sign in.

Step 1. Navigate to the left side menu and click on "Customers". On the right side menu, under "Actions", click on "Create Customer."

Create a customer manually in PodiumIO backend. Main menu > Customers > Under actions -

Step 2. Fill in the required details of your customer, such as email, name, and address.

Step 3. Select your communication preferences, such as language, and whether you would like to send booking confirmations & notifications via email or SMS, or both.

Select your preferred language and mode (Email/SMS) for communication or notification to your customers

Step 4. Select your preferred payment option, like cash, check, credit card, debit card, e-check, etc.

Step 5. After all required details are filled in, click on "Create Customer."

You can now edit/update customer details or create a booking for that customer under "Actions."

Edit detail of a customer under Customer > Actions

Related Resources 👉

Getting Started

How can I add other administrators/ Service Providers?