How to Add UsersUpdated 8 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.