| Create a new customer profile to capture essential details and patient card information. |
| 1 • Navigate to New Customer |
| a. |
From the menu, select Sales. |
| b. |
Click the New Customer button. |
| 2 • Enter Customer Information |
| a. |
In the form, enter required fields: |
| |
- Customer Name
- Patient Card #
- Patient Card Effective Date – typically 2 years before the expiration.
- Patient Card Expiration Date – the date the card expires.
|
| 3 • Save the New Customer |
| a. |
Click Save to create the customer. |
| ✅ New customer added successfully. |