In this lesson, you will learn how to register a new client in the system. This process is crucial for building strong relationships with your users and providing them with a customised experience.
I. Options for registering a Customer
In Matchpoint, there are several ways to register a new client. Below are three options for accessing the registration form:
From the Customers Module
Go to Customers > Customers and click on Add new record
From the Quick Access Icons Bar
In the top bar of the platform, you will find a quick access icon to swiftly add a new client.
From the Customers List
Go to Customers > Customers > Customers to open the list of active and existing clients.
Click on New, located on this screen.
📌Note
During your onboarding process, “real” clients will not be able to register online until your application is fully launched. In the meantime, you can practise with fictitious clients to familiarise yourself with the process.
II. How to complete the registration form
Once you have selected your preferred option, a form will open to register a new client. Follow these steps:
- Fill in the required fields in the form.
- Set up Client Access: if you want the client to receive an email with their username and password immediately, tick the box next to this option:
Give access to the Web?
This will allow the client to log in to both the website and the centre’s customised app.
🔑 Important: Mandatory and optional fields can be configured in System > System Configuration > Customers > Required Fields
When clients start registering online (once your application is live), you will be able to view them in the same Customers list within the module.
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