Customers

This guide walks you through how to create or import customer contacts in MeetingPackage using the Customers module.

Navigate to Customers

• In the left-hand sidebar, go to Clients.

• Click Customers under the Clients section.

This will open a list of all your existing customer contacts.

Select the Venue Profile

• Use the dropdown at the top of the page to select a specific venue profile.

This filters the customer list according to your selected venue.

Add a New Customer

• Click the blue + Add customer button.

• A new customer form will slide in from the right.

Fill in the required fields:

• First name (required)

• Last name (required)

• Email (required)

• Phone, Title, Reference ID, etc. (optional)

Optional fields include:

• Company: You can associate the customer with an existing account.

• Role, Preferred contact method, and Membership number if relevant.

• Once the form is complete, click Create to save the contact.

Importing multiple customers

To import multiple accounts, do the following:

1. Click the Import button
2. Download our CSV template
3. Fill the template file with your data
4. Click the Import CSV option and choose your CSV file

The customers are generated based on your file. This is useful when onboarding large numbers of contacts quickly.

By using the Customers module, you can efficiently manage individual or bulk contact creation and link each record to specific venue profiles and accounts.

For further assistance or to explore more features, please contact your customer success manager or visit our Knowledge Base.