Add A New Customer To Your Database
You need to add customers to your Enrolmy Database
This document assumes the following:
You have an Enrolmy account
You know how to access your CRM (Customers tab)
Under the Customers Tab, select 'Add Adult'
Complete all the Adult/Parent details, entering information in all required fields, including any direct family discounts you are offering
Click either: Save (if you don't need to add a child with that parent) or Save and add child:
You will see that a new Placeholder account has been created. This status reflects that the customer has been added to the Enrolmy system but has not yet created an Enrolmy account nor completed their enrolment forms or paid for invoices.
You can also add your customers to your database by:
QUICK BOOK → Please consider Quick Book feature.
IMPORT CUSTOMERS → Please consider Importing Your Customers.
Awesome! You now know how to add customers to your database!