How to create a new client/payer

Created by Elizabeth Whyte, Modified on Mon, 2 Dec, 2024 at 1:18 PM by Elizabeth Whyte

To create a new customer, select the 'Customers' option in the top navigation menu to access the Customers page. Click on the + New button to open the customer creation window.

Fill in the necessary information:

First Name: Enter the customer's first name(s).
Last Name: Provide the customer's surname.
Alternate Name: Optionally, include an additional or alternative name for the customer.
Reference: Add any specific code or note associated with the customer, such as a customer number or membership number.
Email: Enter the customer's email address. This will be used for sending agreement invitations and reminders, and it will serve as an identifier for the customer.
Mobile: Provide the customer's mobile phone number. This will be used for sending agreement invitations and reminders, and it will serve as an identifier for the customer.

Note: Once you have filled in the required fields, select the Save option to create the customer record. This will take you to the new agreement step. You can choose not to send an agreement immediately. Each customer is saved in the system and can be accessed and modified whenever needed.