User and Access Management
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      1. Help Center
      2. My Center Settings
      3. User and Access Management

      Adding a new customer, department, or team

      Add a new customer, department, or team to your Zapfloor account.

      Step 1 of 6: Go to customers

      Go to Customers. On top of your customer list you'll find (+) New Customer
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      Step 2 of 6: Fill in company details

      Here you will enter all information needed to create a customer. 


      For Business Type you can add the VAT Number and this will directly fill in the information of the customer

      I can help you with some settings, like Customer types:

      • Member: A tenant at your center. 

      Member: A tenant at your center. 

      • External: Company connected to the center. External customers will not be part of your community on ZapfloorHQ. They will not receive emails related to meeting room bookings or the community.

      External: Company connected to the center. External customers will not be part of your community on ZapfloorHQ. They will not receive emails related to meeting room bookings or the community.

      • Guest: One time or incidental visitors of your center. 

      Guest: One time or incidental visitors of your center. 

      Click NEXT > on the bottom of the screen. 

      Step 3 of 6: Billing Information

      Add the necessary information for the contracts and invoices that will be created for this customer.
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      Step 4 of 6: Contact Information 👤

      The contact person will be the first user (contact) created for this customers. They will also be the primary user. 

      Step 5 of 6: Send login info? 👍/👎 

      Do you want to send this user their login information? Use the toggle and they'll receive an e-mail so they can log into zapfloor's user side.
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      Step 6 of 6: Save and create customer

      Save your new customer and its first user by clicking Create.