To add individual customers to the Fleet Account, follow these steps:

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

1. On the Fleet menu, click Accounts.

The Accounts tab appears.

2. Search for a Fleet Account in Account #, Business Name, Card #, License, or RFID/Barcode; and search if All, Active, or Terminated.
3. From the Fleet Account list, click to select a Fleet Account.

The Fleet is selected, and you can view the Department group below the Fleet Account list.

NOTE: If it's necessary to assign customers to separate Departments with their own department's Fleet rules, see Add Departments. Otherwise, they will use the rules tied to the Fleet Account. If the customer is assigned to a department, the rules associated with the department override the Fleet Account rules.

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

5. Required: In the First box, type customer’s first name.
6. Required: In the Last box, type customer’s last name.     
7. If using magnetic-stripe customer card, type the card number in the ID # box.

NOTE: The Card # is NOT a credit card or gift card number. If using RFID, see add a vehicle to a Fleet Account.

8. In the Department box, select a Department from the Department list within the Fleet Account for the individual fleet customer.

NOTE: See Add Department to a Fleet Account

9. In the Primary Email and Secondary Email boxes, type in valid email addresses.    

10. 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 respectively.
11. In the remaining fields, type any additional available information.
12. Click the Save button.
13. If you receive the message "Customer saved successfully", then click OK to continue.