This article explains how to create a customer on MotionTools. At least one customer account needs to be created in order to create bookings.
- Create a customer
- Use a different email address from your Admin or Driver account
- Invite user for self-log-in process
Create a customer
- Go to Customers tab on the Dashboard.
- Click on + button.
- Enter an email-address of a customer.
- Hit Create.
Use a different email address from your Admin or Driver account
MotionTools needs to be able to differentiate between the roles of an account. This is why different email-addresses are required when creating accounts for yourself as an Admin, as a Driver and as a Customer.
Invite user for self-log-in process
This step is not required if a customer account is needed to create bookings in the Webbooker, as Admins can create bookings on behalf of customers.
For admins to log in the platform as a particular customer, simply log out of the current admin account and register a new user with a new email address.