How to Add UsersUpdated 10 months ago
Adding new clients to the VivaValet system is essential for managing their services, preferences, and billing information. This guide will help you through the process of adding a new user efficiently.
Step 1: Navigate to the Manage User Section
Access the Manage User menu:
- From your VivaValet dashboard, locate and click on the “Manage Users” option.
- This will take you to the client management interface.
Click on the “Add User” button:
- At the top right of the Manage Users page, select “Add User” to begin entering the new client’s details.
Step 2: Enter Client Details
Client Information:
- Full Name: Enter the client’s full name as it should appear in the system.
- Email Address: Provide the client’s primary email address for communications.
- Phone Number: Input the client’s contact number.
- Secondary Contact: (Optional) If applicable, add a secondary contact person or phone number for the client.
Billing Information:
- Credit Card Details: Enter the client’s credit card information, which will be used for billing purposes. Ensure that the card details are accurate to avoid any payment issues.
Assign Client to a Group (Optional):
- If your organization utilizes client groups for easier management, select the appropriate group to assign the client to.
Step 3: Review and Save
Review the entered information:
- Carefully double-check all the details you’ve entered, including the client’s contact and billing information.
- Make sure everything is accurate to avoid issues down the line.
Check the agreement box:
- Before saving, ensure you check the agreement box to confirm that the client has agreed to the terms and conditions.
Save the client:
- Click the “Register User” button to add the client to the system.
- A confirmation message will appear once the client has been successfully added.
FAQs:
Can I update client details after they’ve been added?
- Yes, you can edit a client’s information at any time by accessing their profile in the Users List section.