In this article, we will go over how to add customers into your Boatyard dashboard.
How to Create a New Customer Record in Boatyard:
Sign into your Boatyard dashboard.
Navigate to the menu on the left-hand side and Click on the "Customers" module.
Select "Add a New Customer" button in the top right-hand corner.
Enter the customer's details, including their:
First Name (Required)
Last Name (Required)
Email (required)
Phone number (required)
Address (optional)
(Optional) Click the Settings tab and add any tags the customer needs. Use VIP for customers who bring in a lot of revenue. Tags appear on the customer's orders and jobs, so your team can see them while they work. VIP is included by default, and you can create other tags in Boatyard's main Settings, under Customer Tags.
Click "Save" to create the customer in the system.
Tips for Efficiency
Search before you add: Search for the customer first to check they are not already in Boatyard. This avoids duplicate records, which have to be merged later.
After you've added your customer to your Boatyard dashboard, you can invite them to use the Customer Portal. Just open their profile and click the "Send Portal Invite" button.
In the Customer Portal, your customers can easily add their insurance and payment information, update their contact details, book services, and more.
You can also use the "Notes" section to share important information with your team, like gate codes, key locations, or any special requests from the customer.
There is a Customer Media Center in each customer record, you can store files related to the customer there. Read more about that here.
Using Lightspeed?
If you are using a Lightspeed integration with Boatyard, you can import customer data directly from your DMS. Learn more about importing customers from Lightspeed here.