1. CREATE CUSTOMERS FROM THE BACK-OFFICE
2. CREATE CUSTOMERS FROM THE APP

Creating and managing customers in Revo FLOW is simple.

1. CREATE CUSTOMERS FROM THE BACK-OFFICE

1. Access the back-office of Revo FLOW.

2. Go to Lists / CUSTOMERS.

3. Select + New and fill in the information.

• Name: Enter the customer's name.
• Phone: Enter the customer's phone number.
• Email: Enter the customer's email.
• Notes: Add notes if necessary.

The customer database is the same in the back-office and the app. You can create or edit customers in either, and they sync automatically.

2. CREATE CUSTOMERS FROM THE APP

There are two ways to create a customer from the app:

1. Create a customer when making a reservation.

• Enter the customer’s name and tap Add customer:

  
  
  

• A window will open where only the name and phone are required:

  
  
  

• Tap Done to create the customer.

2. Add a customer to an existing reservation.

• Tap the next to the name in the reservation: