Creating Customer Account
Before creating a new customer account, it is important to verify whether the customer already has an account. This step is crucial to avoid duplicate accounts.
Note: Customer records in Sharper are shared across all modules. Whether you are setting up a Marina tenant, a Campground guest, or a Booking customer, all accounts are created and managed here in CRM — there is no separate customer creation per module.
Instructions
Go to the CRM module from the navigation pane.
Select Customers from the menu ribbon.
Click on the Add New button.
Fill in the applicable fields for the new customer as mentioned below:
Field Name | Description |
Display Name - Required | The display name will be used throughout the system to identify the customer and must be unique. |
Email - Required | The email address serves as a unique identifier and is also used as the username for the customer portal. It is also the email address used for sending correspondences out of Sharper (such as invoices, statements, and marketing emails). |
Password - Required | Create a temporary password for the customer's account and encourage them to reset their password using the forgot password link while signing in to the customer portal. |
First Name - Optional | Enter the customer's first name. |
Last Name - Optional | Enter the customer's last name. |
Company - Optional | Enter the customer's company name. |
Phone - Optional | Enter the customer's phone number. |
Alt. Phone - Optional | Enter an alternate phone number for the customer. |
Tax Code - Optional | Enter the customer's tax code if different from the product's default tax code. |
Tax Rate - Optional | Enter the customer's tax rate if different from the product's default tax rate. |
CC Emails - Optional | Enter additional CC emails that need to be copied on correspondence emails from Sharper (such as invoices, statements, and marketing emails). |
Inactive - Optional | Toggled off by default. Mark a customer as inactive by toggling on if they are no longer associated with your property. This will prevent them from being billed out of Sharper. |
Internal Notes - Optional | Create internal notes for the property and staff to view regarding the customer. |
Address 1 - Optional | Enter the customer's address line 1. |
Address 2 - Optional | Enter the customer's address line 2. |
City - Optional | Enter the customer's city. |
State - Optional | Select the customer's state. |
ZIP Code - Optional | Enter the customer's postal code. |
Country - Optional | Select the customer's country. |
Click on the Next Step button to enter the customer's payment settings.
If your property utilizes House Accounts, you can toggle them on or off for each customer. House accounts are toggled on by default.
Toggle on or off Can Save Payment Method if the customer would like to have a credit card on file.
Toggle on or off Exclude Balance Check if the customer is a default customer and you wish to exclude their balances from reporting.
Enter the customer's Saved Payment Methods if applicable.
If the customer has different payment terms than the system and product defaults, select the Payment Term, POS Payment Term, Booking Payment Term, Marina Payment Term, and Campground Payment Term from the drop-down box in each field.
For instructions on saving payment methods to a customer profile, see CRM - Saving Credit Cards & ACH Payment Methods.