How to manually add customers to your portal

How to manually add customers to your portal
Estimated Reading Time: 2 minutes
Applies to: ALL

Quick Summary

You can manually add a new customer to your portal when someone signs up outside the app or when you want to create an account on their behalf.

This allows you to quickly register new clients and immediately assign products such as Memberships or Credit Packs.

Why This Matters

Manually adding customers ensures you can onboard new clients even if they did not register through the client app.

It also allows you to prepare a client account before their first visit so you can assign products, track bookings, and manage their activity from the start.

Step by Step Instructions

Step 1: Start creating a new customer
– You can begin creating a client in two ways depending on where you are in the portal: Clients > New client or + icon (top left) > New client.

Step 2: Enter the required customer information
– Add the client’s email address and full name to create the account. These fields are mandatory.

Step 3: Add additional information if needed: More details
– Use the optional fields to include details such as address information, company information, emergency contact details, or bank details when relevant.

Step 4: Configure optional client settings
– Decide whether the client should have a login account, receive email notifications, or pay a registration fee depending on your setup.

Step 5: Assign a product if needed: Assign product
– You can directly assign a Membership or Credit Pack to the client during account creation if they already purchased a product.

Step 6: Create the client account: Create client
– Confirm the information and create the account so the customer is added to your portal.

Step 7: Automatic welcome email is sent
– Once the account is created, the client automatically receives a welcome email with login details and a link to the client portal.

Best Practice

Always use the client’s correct email address when creating the account. This ensures they receive the welcome email and can access the client portal without issues.

Pro Tips

Use the optional information fields to enable the Company details toggle when working with business clients. This allows you to add company information so invoices and payment details remain accurate.
If the client should use the app to manage bookings, make sure the login account option is enabled when creating the profile.
If you use family accounts, click Add family member to open the additional fields and link a family member to the main client account that will manage bookings.

Common Questions

Does the client receive login details automatically?
– Yes, once the customer account is created, the system automatically sends a welcome email with login instructions and a link to the client portal.

Can I set payments for a company instead of a client?

– Yes, when creating or editing a client profile you can enable the Company details toggle and add the company information. This allows invoices and payments to be issued to the company instead of the individual client.

Can I assign a product when creating a customer?
– Yes, you can assign a Membership or Credit Pack directly during client creation or afterward from the client profile.

What if the customer does not receive the welcome email?
– Check that the email address was entered correctly and verify that the message did not go to the spam folder. If the email is correct, they can always request a new password via the login page.

If you need to onboard multiple customers or want to automate the signup process, the client app can also allow clients to register themselves.

– How to assign a product to a client

– How to create client groups

– How to Allow a User to Manage Another User's Account (Family Accounts)

– How to manually Assign Products to Your Customers

– How to manually Book Your Customers to Scheduled Activites

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