How to add a customer

This feature is only available for PRO Connect or Work Subscribers.

Follow these simple instructions to add a new customer:

1. Click on the Local tab at the top.
2. Click on the Customers option.
3. Click the Add a New Customer link in the top right.
4. Fill out the fields. The only required field is Customer Name.
5. Team Users section: Ensure that you select any users from your company that will need to have access to this customer. Users that are PRO Administrators will not display on this list because the Administrator roll has access to all customers.
6. When done click the Add Customer button at the bottom.