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5 New Customer Events

New Customer and Events

OPTION OF ADDING AN INDIVIDUAL CUSTOMER:

  • Click 'Customers'
  • Click 'New Customers'
  • Add Contact Information
  • Click 'Save'

OPTION OF ADDING EVENTS (MOST COMMONLY USED)

  • Click 'Events'
  • Click 'New Event'
  • Select 'Event Type'
  • Select 'Source Type'
  • Enter 'Event Name'
  • Select 'Event Date'
  • Click 'Create Event'
  • Enter Bride's Information
  • Click 'Add Member'
  • *Optional - Enter Groom's Information
  • Click 'Skip or Add Member'
  • Select Staff Member assigned to Event
  • Click 'Save' ADDING MEMBERS TO AN EVENT:
  • Click 'Members' in the event
  • Click 'Create'
  • Select 'Role'
  • Enter 'Style Information'
  • Enter all Contact Information
  • Click 'Save'