A User can add new Customers from the Manage Customers tab. All customers can be added from this menu, with the exception of fleet customers. To add a fleet customer, please see Fleet Accounts.

To add a new customer

1. On the Customers menu, click Manage Customers.
   The Manage Customers tab appears. 

2. Under Tools, click the Add Customer button.

The Customer Information, Vehicle Information, and Customer Group(s) tabs appear with the essential tools needed to setup the Customer.

3. Required Entries* under Customer Information:

• *First. Customer’s first name.
• *Last. Customer’s last name.

4. In the Business Name box, type business name if necessary.
5. In the Tax Exempt box, select a tax exempt rule, if applicable.  If left unmarked, the customer will be taxed according to the Tax of the selected Sales Item PLU.
6. In the Card # box, type or edit a customer card number, for example, club cards. (if using magnetic swipe card instead of RFID tags)
   IMPORTANT: Do NOT enter credit card number here!
7. In the Billing Zip box, type the credit card's billing zip code.
8. In the Site box, select the site where customer will be autobilled. This will be the site where the customer will visit the most frequently.
9. Statistics are tracked for customers. For new customers, tatistics may be blank as this data has not yet been generated.
10. In the Primary Email and Secondary Email boxes, type in valid email addresses. 
11. In the Confirm Primary Email and Confirm Secondary Email boxes, type in the valid email address(es) again that you typed in the Primary or Secondary Email boxes.

12. Select the Receive email receipts check box. 

After a valid address has been entered in the Primary or Secondary Email box, the customer will immediately begin to receive their receipts via Email.

13. Select Receive email promotions check box. 

After a valid address has been entered in the Primary or Secondary Email box, the customer will immediately begin to receive any promotions via Email.

See Promotions.

14. In remaining Address and Contact Information fields, type any additional information available.
15. Click the Save button.

The message "Customer saved successfully" appears. 

16. If applicable, you can add a Customer to a Group, click the Customer Group(s) tab.

The Customer Groups that have been created are listed.

See Add a Group if you need to create a new Customer Group.

Tip:  Create a Group for your site, and add all new customers to this group when adding new customer to WashConnect®.  This grouop can be used to email all customers for this site in the future.

17. Select the Group check box.
18. Click the Save button.
19. Next, you can Add a Vehicle.

See Add Vehicle for Club Customer.