Adding Your First Customer

4 minLesson 1 of 3
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Create your first customer profile with all the essential information.

Every great service business starts with great customer records. Let's add your first customer to the system.

Key Takeaways

  • Required vs optional fields
  • Adding contact information
  • Setting service addresses
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Bizzy Can Do This For You

Instead of navigating manually, just tell Bizzy:

"Hey Bizzy, add a new customer named [name] at [address]"

Or navigate to: Customers → Add Customer