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Video Tutorial: Adding Your First Customer

Watch this walkthrough to learn how to add a customer to RotaPad.
Video Duration: ~3 minutesThis tutorial covers:
  • Navigating to the Customers section
  • Clicking “Add Customer”
  • Entering customer details (name, address, contact info)
  • Understanding customer fields
  • Saving the customer profile
  • Verifying the customer was created successfully

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Quick Steps Reference

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1. Navigate to Customers

Click on Customers in the main navigation

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2. Click Add Customer

Select the Add Customer button

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3. Enter Details

Basic Information:
  • Customer Name
  • Customer Display ID (optional)
Billing Address:
  • Address Line 1
  • Address Line 2 (optional)
  • City
  • Postcode
  • Country
Contact Information:
  • Email address
  • Phone number

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4. Save

Click Save to create the customer

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Example Customer

Here’s an example to help you get started: 
Customer Name: Sunrise Care Agency
Display ID: SCA-001
Address: 123 Care Street
City: Manchester
Postcode: M1 1AA
Country: United Kingdom
Email: [email protected]
Phone: 0161 123 4567

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Tips for Success

Use descriptive names - Make customer names clear and easy to identify in lists and reports.
Add accurate billing info - Enter the correct billing address and contact information now to ensure invoices are generated properly later.
Double-check the email - This email will receive invoices, so make sure it’s correct!

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What’s Next?

After adding a customer, the next step is to add home locations where your staff will work.

Add Your First Home

Watch the next tutorial to add a home location to this customer

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Common Questions

Yes! You can edit any customer information at any time from the customer’s profile page.
You can save with just the required fields (name and address) and add more details later.
Absolutely! After creating a customer, you can add multiple home locations under that customer.
Use the search and filter features in the Customers list to quickly find and organize your clients.

Customer Management Guide

Read the full documentation

Add Home Tutorial

Next video tutorial