5 New Customer 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'