How to Create a Customer

Step 1: Sign in to Labourless

1. Go to the Labourless website and sign in to your account: app.labourless.co.uk

Step 2: Navigate to Customers

1. Using the left-sidebar, click the “Customers” option.
2. Click the “New Customer” button in the top left.
3. Complete the form with all relevant customer details.
4. If the customer is not a company, just lead blank.
5. Finally, you can “Save and create contact” or “Save” in the bottom right of the window.

Step 2: Navigate to Customers

If you select “Save and create contact”.

1. Complete the form and make sure to include the following fields:

1. First name
2. Last name
3. Email
4. Password – click the cycle button to the right to auto create password.
   1. Alternatively, select the “send SET password email tick box below.

2. Select as primary contact.
3. Choose if you want to send a “welcome email” to this contact.
4. Choose what features they’re able to view from the client portal.
5. Finally, “Save” the new contact.

Congratulations, you’ve created your first customer and contact!