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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.

Written by Stephen O'Hara

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

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