How do I create a customer log in account from the admin portal?

How do I create a customer log in account from the admin portal?

You might want to create a log in account on a customer's behalf for two reasons - one, so the customer can simply log in and purchase tickets right away rather than creating the log in on their end, or two, so you can purchase something within the Point of Sale tool for them, and all the past purchases from this customer will still be grouped together under their customer account. 
Note: If you do not use a customer account within the point of sale tool, each order will be considered a "Guest Order", meaning the orders will not be connected to one another even when they have matching customer contact information. 

To begin, navigate into your department. Then, under CUSTOMER RELATIONSHIP MANAGEMENT in the left side bar, click CREATE CUSTOMER ACCOUNT. 


Then, fill out the form for the customer. With the checkbox at the end of the form, you can send them the notification and reset password for the account. If you were simply making the account so you can book items for the customer within the Point of Sale tool on their behalf, you do not need to notify them unless you wish to do so.  


And you're done! You will now be able to search and find this customer log in via the Customer Search Tool, and within the Point of Sale tool. 






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