Managing Customers

Depending on your RotaPad setup, you are free to add customers you provide services or products at any time. Once added, customer info can be updated accordingly. Manage your customers using Customers below Org from the Navigation Menu.

Adding a New Customer

To add a customer, use the instructions below:

1. Click + Add New.

2. Fill out the following fields then click Create Customer Profile.

Field/Checkbox Name	Description	Example
Name	The customer name.	Hotel Extravaganza
Customer ID	The customer ID for the customer name. Refer to your company records or create a new unique one if necessary.	CUST-0001
Address	The main office address for the customer.	1234 Easy Street NW
Rate	Enter the applicable rate for pay, sleep, or other rates used by you and the customer.	Pay Rate: 20
Account Disabled	Enable if customer is no longer active with your business.	N/A

The new customer is now added to the Customer list.

Updating a Customer Record

Update customer records in the event information is missing or incorrect when needed.

1. Click Update icon at the bottom of the specific customer card.

2. Edit the specific fields or checkboxes then click Update Customer Profile.

The customer record is now updated.

Deleting a Customer Record

Delete customer records such in cases where they were corrected by accident or no longer needed.

Note: It is recommended not to delete customer records for clients you no longer service or provide products. Instead, use the Account Disabled option in the customer record for these cases.

1. Click Delete icon at the bottom of the specific customer card.

The customer record is now deleted.