How to Create a Customer


To create a customer  simply click the Customers menu item and New from the drop down.  You can create a new customer from any screen in your Party Rental Planner account.  

Once you click the 'New' button you can enter the first and last name of the customer.  If you want to immediately create an event for this customer, select the event date in the 3rd field.  The event date is optional.  If you add an event date you will immediately be taken to the event mangement screen.  Otherwise you will be take to the customer management screen.

new customer

 

 


Tags

  • Customer