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.

New or existing customers will appear on the table in Revo XEF, and their details will show on the invoice. If you do not want them to appear, access Revo XEF's back office, go to the DELIVERY section, and disable Link customer to invoice.




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: