Before we can reserve a suite for a client we must create them an account with some of their personal information. When you gain a new suite customer you will follow these steps to create them an account.
To find the accounts page you will navigate to Premium > Accounts.
Here you will see all your suite accounts. You can sort and filter by their account name. To create an account just click the Create Suite Account button in the top right.
Fill out the Suite Account Name (could be a business or client name) and the Default Suite (for info on creating a suite click here). You can ignore the other fields for now. Once you are ready click the Save Suite Account button at the bottom left.
After you save the suite account there is will be a customer tab that appears towards the top of the page. Click on the Customers tab and we will create a customer to attach to this suite account. To create a customer to associate with this suite account click the Create Customer button.
A customer is basically someone that can use this suite account. Fill out the Name, Phone Number, and their Email. Create as many customers needed for this account (Anyone that can or will be booking for this account). Once you have filled out all the required fields click the Save Customer button in the bottom right.
Once we have all the customers created we can choose one to add a card on file to for the Online Pre-Order system.
Click on the name of the customer you want to add a card to and click the Add Card button.
Fill out the Customers Card information and and click Save Card. Bypass will securely save the information to its system.
Setting a Account Owner and Primary Contact
Now that we have a customer created we can now add an Account Owner, Account Primary Contact, Billing Address, and and Account Notes.
Account Owner - The customer that is billable. Make sure that we also include their Billing address for the card that is added.
Account Primary Contact - The customer that is the primary contact. This is the customer you will contact if you need to reach out for this suite account.
Both the owner and the primary contact will have access to the Customer Preorder site.