With one person already signed up on the class, you should now be at the last step of the wizard, to either take a deposit or full payment for the class. Below the payment options, there is an option to Add Person, which you will need to use if you are signing up more than one person up for the same class.
Select the Add Person option and click the Next button. This will take you to the options to either bring up a Returning Customer or Add A New Customer file.
Returning Customer:
Select Returning Customer and click the Next button. An existing customer can be looked up by name, phone number, or if available, their customer card can be scanned. Select the method by clicking in the box next to each option then click the Next button.
If looking up by Name, click in the Last/Business or First Name field and use the touch keyboard or your own keyboard to enter in your search criteria. You may touch or click the "Beginning With" or "Containing" text labels or touch or click the Last/Business Name or First Name labels to change the search method. (Beginning With becomes Containing and vice versa when touched).
Type in full or partial information and click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.
If looking up by Phone Number, use the touch number pad or your keyboard to type in the 10 digit or a partial of the customer's number. Click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.
If using the customer card, scan the card and the wizard will move you through to the next step.
New Customer:
Select New Customer and click the Next button. This will open the customer profile where you can use the touch keyboard or your keyboard to enter in all necessary fields. When a new customer record is started, the dive tabs will not appear below the Info tab until the customer record is saved for the first time. If you are adding the new customer while signing up for a class, you will not be able to access the customer profile dive tabs until the class signup is completed. Once you have finished adding the new customer record, you will be moved forward to the payment options as this would be an additional customer added to the class signup.
