Add a New Customer Type

Add a new customer type

A customer type describes the kind of person/organisation making a booking. Different rules may apply to different types of customers, for example commercial customers may require a work order, so it’s important to differentiate between different customer types that your company services. To add a new customer type:
  1. Go to Settings
  2. Select Categories Settings
  3. Click Customer Types
  4. Click New Customer Type
  5. Enter a customer type and select if a work order is required for this customer type

      6. Click Modify As Booking Address to select if the booking address is the same as the billing address      
      7. If this box is checked, the system will automatically copy the address into the booking form for this type of customer

When you are looking for a customer you can select the Customers Type to find him easily :

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