Add a Single Customer
To add a single customer to GatherUp, follow these steps:
To add a single customer to GatherUp, follow these steps:
- Log in to your GatherUp account.
- If you have multiple locations, choose the location you would like to add a customer to from the Business Dashboard.
- From the menu, go to Requests > Add Customer.
Fill out the form. First Name, Last Name, and an Email or Mobile Phone is required. If you wish to send a Feedback Request Email to the customer immediately, check the box. Click Add Customer.
You will now see the customer in Customer Activity.
Client Staff Forms
If you want to allow a user who does NOT have log-in credentials to add customers, simply use the Client Staff Forms.
Client Staff Forms allows someone to upload a CSV or manually add customers without logging in to GatherUp or the white-labeled platform. No log-in credentials needed!
The Add Customer section now contain a unique, private URL that allows team members to access the import form without using login credentials. Reset this link at any time by clicking the refresh button to the right of the link.
View this guide for more details on the Client Staff Form.