Bookeasy Help Manual

New Client

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New Client

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New Client

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You can add a client, by clicking on Add Client. Please use the grid below to set up a new client.

Outstanding Inquiry

If this is ticked this Client will be displayed in the Outstanding Enquiry list

First name

Required Field

Surname

Required Field

Inquiry Details

Fill in the description of what the customer has requested.

Phone

Required Field

Fax


Mobile


Email


Business Name


Postal Address


Town


Country


Postcode


State


Residential


Receive E-newsletters?

If this box is ticked, the client will be in the e-newsletter distribution list

Client Type

Select the appropriate contact type. More contact types can be added by clicking on Client Categories under Administration.

 

Click Save to record these details