How to add a new customer

Creating a new customer in WebJoint is a fundamental step to establish and manage customer relationships effectively. This article provides a comprehensive guide on how to create a new customer within the backend of your WebJoint account.

Step 1: Accessing Customer Management

1. Begin by accessing the left-side navigation menu in your WebJoint account.

2. Click on "Accounts" to access account-related features.

Step 2: Navigating to Customers

1. Within the "Accounts" section, locate and select "Customers." This will lead you to a page displaying a comprehensive list of all the customers in your WebJoint account.

Step 3: Adding a New Customer

1. On the "Customers" page, look for the "Add New Customer" button. This button is typically located on the left side of the page.

2. Click on the "Add New Customer" button to initiate the process of creating a new customer account.

Step 4: Inputting Customer Details

1. After clicking the "Add New Customer" button, you will be presented with a form to input all the necessary details for the new customer.

2. Complete the form by entering the following information:

- Name: Provide the customer's full name.

- Email: Enter the customer's email address.

- Phone Number: Input the customer's contact number.

- Age: Indicate the customer's age.

- Date of Birth (DOB): Enter the customer's date of birth.

- Additional Information: You can add any additional relevant information about the customer in this section.

Step 5: Uploading Identification and Medical Card Information

1. As part of the customer verification process, you have the option to upload the customer's identification and medical card information. This step helps ensure compliance and security.

Step 6: Review and Confirmation

1. After inputting all the necessary customer information, review the details to ensure accuracy.

2. Once you're satisfied with the provided information, locate the "Save" or "Create Customer" button. Click this button to finalize the creation of the new customer account.

Creating a new customer in WebJoint is a fundamental step to manage customer relationships and provide personalized services. By following the steps outlined in this guide, you can efficiently establish new customer accounts, collect important information, and contribute to the overall success of your business.

For more detailed information on managing customer accounts, verifying identification, or any other aspects of WebJoint, refer to our support resources or reach out to our dedicated customer service team. We are here to ensure that your experience with WebJoint is optimized for efficient customer management.