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How do I create a new customer account?

Creating a new customer account

Leah Cullins avatar
Written by Leah Cullins
Updated over 3 months ago


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Creating a New Customer

โ€‹To create a new customer account, click Find Customer in the top right corner.

find customer

Next, click New Customer.

create new customer

Complete all the required fields and any optional fields. You will need to set a password for the customer. Please recommend that your customers reset their passwords the first time they log into their accounts.

If you cannot click "Create Account" there is a missing required field.


Waivers

You do not need to check off the Terms of Service & Waiver checkbox. You will only check that box if you have physically handed the new customer the forms to sign.

If you bypass checking off the waiver box, the customer will be presented with a waiver to agree to upon logging into their account for the first time. They will not be able to bypass the agreement nor will they be able to be checked into any class without agreeing to the Terms and Services & Waiver. This will be visually indicated by this tag next to their name on the class roster:

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