Add Customer to Fleet Account

After setting up a Fleet Account, you can add Fleet Customers to the Fleet Account.

  1. On the Fleet menu, click to select Accounts.

The Accounts tab appears.

NOTE: Prior to adding a Fleet Customer, Add a Fleet Account.

  1. Search for a Fleet Account.
  2. From the Fleet Account list, click to select a Fleet Account.

The Fleet is highlighted and then the Customer section appears below the Fleet Account list.

  1. Click the Add Customer button.
    The Customer Information tab appears with the name of the Fleet Account in the title bar.

 

  1. Required: In the First box, type customer’s first name.
  2. Required: In the Last box, type customer’s last name.
  3. In the Primary Email and Secondary Email boxes, type in valid email addresses.
  4. In the Confirm Primary Email and Confirm Secondary Email boxes, type in the valid email addresses again that you typed in the Primary or Secondary Email boxes.
  1. In the Card # box, if using magnetic-stripe customer card, type the card number.

NOTE: If using RFID, see add a vehicle to a customer.

  1. In remaining fields, type any additional information available.
  2. Click the Save button.
  3. If you receive the "Customer saved successfully" message, click OK to continue.

 

 

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