How do I create a customer?

Customers can be created in several ways:

• Manually by staff in the CRM
• Automatically during booking flows
• Automatically when an order is created
• Automatically when an enquiry is submitted
• By importing customer data

A customer can be created with any of the following:

• First and last name
• Email address
• First name and valid phone number

You can also add company profiles for customer filtering.

Customer registration modal

A small QR code icon at the top of the Customers page opens the registration modal. Staff can scan a customer's identification QR code, search for an existing customer, and review their access to the selected sublocation.

Eligible pre-registered guests appear as a checklist. Staff can add another guest when the allowance permits and confirm everyone with one Register with N guests button. This records access to the sublocation; it is not booking check-in.

See Customer Registration for the workflow, Access Passes for customer access rules, and Guest Passes for guest allowances and invitations.

More help

Browse Customers help articles · Read the full platform guide