Adding Customers Without Invite to Book

Adding Customers Without Invite to Book

There may be times that you need to add a customer to your database but not send them an invite to book at that time, whereby the quick book is set up to do this, here is the way to add to your database only.

Adding a Customer - Adult and Child

There may be times that you need to add a customer to your database but not send them an invite to book at that time, whereby the quick book is set up to do this, here is the way to add to your database only.

 

1. Under the Customers Tab, select Add Adult

my customers tab

 

2. Complete all of the details on the Adult/Parent entering information in all of the required field including any direct family discounts you are offering. When you have finished either click:

 

Save, or Save and add child depending on your next steps.

 

Adult/Parent details

 

3. Save - if you save as do not need to add a child you will see the following:

 

Save without adding child

 

You will see that a new Placeholder account has been created, a placeholder account is an account but not complete regarding the enrolment information, therefore they will receive an email asking them to complete their enrolment when they book into an activity.

 

4. Save and add child

 

This time you will notice that you still receive the confirmation the placeholder (adult) was added but now you need to enter in the student details.

 

Save and add child

 

Again you will see confirmation that the child placeholder account has been created.

 

5. Under the New Accounts tab, you will now see those new placeholder accounts.

 

placeholder accounts under new accounts tab

 

6. You can select these at anytime and invite them to book a particular activity by selecting next to their name, clicking Invite to Book, and then selecting an activity from the drop down in the pop up box.

 

email invitations to book

 

7. Incomplete Enrolment - If you now select the plus + symbol next to New Accounts, you will see these new placeholder accounts in the incomplete enrolments, they will stay their until they complete the remaining details on their account, reminder emails up to 3 are sent, you can however select their name and send reminders yourself at anytime.

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