Add a customer

Modified on Thu, 18 May 2023 at 02:56 PM

From the left-hand navigation menu select the Customers menu item:

This will bring a active list of the customers for the business. On the top right corner of the table is the + Add Customer button to add a new customer. Click on the button to bring up the dialog for adding a new customer.

Enter the name and email of the customer and select if you want to send the invite email to the customer with the login credentials. Click on Create button at the bottom right to add the customer. If you don't have an email for the customer then leave it blank. You can fill this information later in the customer profile.

The example of Welcome e-mail can be found below -

Hello Carrie,

It is our pleasure to welcome you to the DoTimely Platform for booking appointments!

You have been added as a Customer for My Dog Walking - SCCPS. Please refer to the link below if you have any questions on how to begin - link to help provided.

Details of your account

User Name:
Password: password
Role: Customer

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