Adding New Customers

Adding New Customers is an important part of BodyShop Booster because it will also expand your marketing base.  Once they are in your BodyShop Booster dashboard you can manage their repair process, and then you can put them into marketing campaigns for stimulating future business.  In this article, we will cover the different ways you can add a new customer to your BodyShop Booster dashboard.    

How to add new customers manually

Step 1: First click on the "+" symbol on the left-hand side menu.

Step 2:  You will see this screen, which will allow you to fill in the information manually or allow you to upload a PDF copy of your estimate for the customer.  If you upload a PDF the system will automatically read the details and autofill.  

Step 3: Once you have added all the pertinent information for the client, click Create Now.  This will add the client profile to your dashboard.  You are now ready to start working with the client profile within BodyShop Booster. 

NOTE: If the system is not able to read your estimate please go to settings on the left-hand side and then click the Miscellaneous tab across the top. This should allow you to change your estimate reader from "Denttraxx" to "Estimate Scrubber" or vice versa. If this does not work for you please use the Contact Support button in the bottom right-hand corner and allow us to try and update our Estimate Readers.

To add more than one customer at a time, you can upload a spreadsheet of clients all at once.  To learn more click here to Import your client list.