How to manually create a customer record

This is a permissions bases role if you do not have the permission to do so please contact your line manager or Layer administrator.

Step 1

Select the new radio button

Step 2

Select new customer

Step 3

Complete all the customer details

Step 4

Whilst the customer address is not a mandatory field if you have the details please enter them now as you will be unable to book appointments etc. for the customer without this information.

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Author: Natalie Dryburgh