In this video we are going to demonstrate how to create a new customer card.
Customers > Add New Customer
From this page, you can populate all relevant details to your customer such as creating a unique username and password, as well as any other information you feel necessary to add.
There are minimum requirements to creating a customer card such as populating username, password and E-mail address. These fields will need to be unique so as to avoid duplicate customer cards or conflicts between them.
If you would like Neto to generate a password for you, click the generate button (two arrows).
If you can’t find a field you want to use, you can also add custom fields to your customer card by going to:
Admin > Customisable Fields > Custom User Fields
Once you have populated all your fields, you can now save your new customer card by clicking Save.