Onboarding
Introduction
The onboarding process allows for a New Customer to be added to the system, but rather than just creating the customer only, as seen on the Adding a New Customer page, Onboarding allows for the entire process to be done at once to make adding New Customers easier. To reach the Onboarding process, first click on the Search button on the side menu to reach the Account Search, then click on the Onboard button on the top right corner of the page. Clicking on the three bars on the top left corner of the page will expand the side menu for easier access.
Onboarding
After clicking on the Onboard button, the Customer Onboarding wizard will appear and then the process of onboarding can begin by filling out each page of the wizard. The Wizard initially opens with tabs for Customer, Location, and Credit Cards. After filling out the Customer and Location tabs, the rest of the wizard will open up and Label & Taxes, Systems and Services will be added as tabs that should be filled out. Filling out each page is optional and only the Customer page is required to create a customer. Doing this will skip the other information for the customer and should only be done as a necessity. If done that way, fully onboarding a customer outside of this wizard can be seen on the Adding a New Customer guide page. The Onboarding process starts with...
Create Customer
Here is where the customers basic information is filled out by filling out the following
- Account Information
- Account Number - will be automatically generated after the account is createds
- Brand - Choosing the brand the customer is going to fall under
- Contact Details
- Title - The title The Customer wants to be referred as
- First Name, Last Name - The Customers Name
- Add Phone, Add Email - The customers phone number and email can be added here
- Billing Address - The Address the Customer is billed to, filling out the Quick Fill From Address Search will fill out the Billing Address information, otherwise the following needs to be filled out
- Address
- Address Line 2 - Optional
- City
- State
- Zip
- Preferences - Preferences for the customer can be toggled here
- Email Invoices - If the customer prefers to have their Invoices emailed to them
- Mail Invoices - If the customer prefers to have their Invoices mailed to them
- Auto Renew Service Plan - If the customer wants their palns to be auto renewed
- Marketing Opt Out - If the customer wants to receive any marketing
After filling out all the information, clicking on Create Customer & Continue will create the customer and the Wizard will continue. The rest of the wizard can be skipped, if necessary, by clicking Skip Location on the next page and then clicking on Complete Onbaording to create the Customers Account. Skipping these steps will require the Customers Account to be filled out individually and how to can be seen on the Adding a New Customer guide. Otherwise the wizard continues with...