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How to Create a New Customer (Text/Video)
How to Create a New Customer (Text/Video)

We show you how to create a new customer in Bpro and explore the new customer form.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

You can easily add a new customer to your database by clicking the 'New Customer' button that is anchored in the top-right corner of your BPro page. 

Immediately, you will see the new customer form open on your screen and you can begin entering your client's information.  *Note: The minimum information required to save a new customer profile is First & Last name OR Business name.

Once you have entered all of your desired information, you can click the 'Save' button in the bottom-right corner of the form.  After saving, you can choose to Create Order, View Profile, Create Another or Done.

Check out this video below to learn how to create new customers and the 'new customer form' fully explained!

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