Customers & CRM
Create a Customer
How to manually add a new customer to your CRM in the Resytech Dashboard, including all available fields and validation rules.
Create a customer record when you want to track someone in your CRM before they book online, or when you need to add a walk-in or phone reservation customer manually. Customers created through the online booking flow are added automatically -- this guide covers the manual path.
Before you begin
- You need access to the Resytech Dashboard.
- You need the customer's name and at least one email address. Email is required and is used as the unique identifier to prevent duplicates.
Steps
- In the sidebar, click CRM to open the CRM dashboard.
- Click the Manage Customers quick action, or navigate directly to CRM > Customers.
- On the Customers list page, click Add New Customer (or the edit icon on an existing customer to open the same form in edit mode). A modal dialog appears.
- Fill in the customer fields:
| Field | Required | Description |
|---|---|---|
| Name | Yes | The customer's full name. Maximum 100 characters. |
| Email Addresses | Yes (at least one) | One or more email addresses. The first email is treated as the primary. Click Add Email to add additional addresses. Emails are normalized to lowercase and trimmed. |
| Phone Numbers | No | One or more phone numbers. Click Add Phone to add additional numbers. The first number is stored as the primary phone. |
| Company | No | A company or organization name. Maximum 100 characters. |
| Address | No | A mailing or billing address with fields for Street, City, State, ZIP Code, and Country. |
| Date of Birth | No | The customer's date of birth, entered via a date picker. |
| Tags | No | Free-form labels for segmenting customers. Click Add Tag, type a name, and press Enter. See Manage Customer Tags for more. |
| Notes | No | Free-text notes about this customer, visible only to your team. |
- Click Create Customer.
Validation rules
- Name is required. The form will not submit without a name.
- At least one email is required. The first email field is marked as required.
- Duplicate email check. If a customer with the same email already exists at your location, creation is rejected with an "A customer with this email already exists" error.
- Empty email and phone fields (left blank in multi-field mode) are automatically filtered out before submission.
What happens next
- The new customer appears in the customer list, sorted by most recent first.
- The customer's Source is automatically set to
dashboardto indicate they were manually created (as opposed tobookingfor customers created through the online flow). - You can click the customer's name or the view icon to open their detail page, where analytics, booking history, and communication logs will populate as the customer interacts with your business.
Tips
- Emails are case-insensitive. "John@Example.com" and "john@example.com" are treated as the same address.
- Phone formatting. Phone numbers are stored with their country code. The default country is US (+1). Enter the number in any common format -- the system will normalize it.
- Use tags early. Adding tags like "VIP", "Corporate", or "Returning" at creation time makes filtering easier later. You can always add or remove tags from the customer detail page.
- Walk-in customers. If a walk-in later books online using the same email, the system will match them to this existing record rather than creating a duplicate.