PlexBook Help
Add Customer
Here's a brief introduction on how to add customers:
Add Customer
Step 1
The first thing you need to do is make sure you are logged in to the selected business account you wish to register the customer under.
Step 2
At the top right of the page, there are three buttons. There is a customer, add an appointment, and then add a customer. Make sure to select Add customer.
Step 3
On the right side of the page is the quick action pane, and in this pane is the form for the 3 buttons above.
Step 4
Fill in the correct data for the customer, then click "Save Customer " at the bottom of the form. Remember that the more accurate the data is, the easier it will be to find customers later on.