Click on the client icon at left of screen and it opens up the client window.
ADD A NEW CLIENT
If this is a new client, click on the to create a new client. This opens a New Client window.
Place the cursor on the Scroll the bar on the right side of the screen downwards to fill-in all fields.
First Name Field – enter the first name of the person making the reservation as well as their spouse or significant other. Reminder: the first letter must be in upper case ie: Linda Michel
Last Name Field – enter the last name of the person making the reservation as well as their spouse or significant other. Reminder: the first letter must be in upper case ie: Savage Groulx
This is important otherwise when sorting a report, if the name has no upper case, it will not sort properly and the name will go to the bottom of the report.
Phone Number – a must as we need to confirm reservation with client
Email address – a must as we need to send a reservation confirmation and other documents to them.
Add a new payment card
Click on the sign to add the credit card information.
Enter information in all fields including full credit card number, expiry date and CVC number at back of card. Once all information has been entered, click on SAVE.
For seasonal customer only, click on the sign and add the Insurance Information. You can upload a PDF version of the Insurance Policy or simply enter the Insurance Name, Policy Number and Expiration Date.
Vehicles – click on theto add the license plate number of the vehicle that will be on site during the reservation.
If more than one vehicle at one site, click the again for each vehicle.
Click on the sign to add each additional occupant that will be on the rented site (family members). This will automatically be entered when the waiver is filled out.
Important - insert full name and date of birth. Date of birth will determine if extra fees are applicable for the rented site.
Client Note – this is where you need to add any information regarding the client. For seasonal campers, this is where you would add the Golf Cart First Time Fee payment date or credit card information when doing a manual payment at the office.
Once all the fields have been filled-out, click the ADD button at the bottom of the screen.
EDIT A CUSTOMER
Double click on the client you need to edit. It opens up the Edit Client Screen.
Fields that can be edited:
Unit Slide Outs
Vehicle License Plate
Once all information has been edited, click on SAVE