DSR: How to Create a Customer Account

Please reference this article to learn how to create a customer account in the DaySmart (DSR) platform.

1. Login to DSR with the appropriate credentials.
2. Once logged into DSR, using the Global Header, mouse over customers, click on Customers, then select Create. 
3. Select Participant and enter in the first and last name. Select Next.
4. Ensure the customer does not have a profile already. Select Create.
5. Enter the customer's birthdate. Select Next.
6. Fill in all required fields (Name, Address, Phone, Birthdate, Gender). Be sure to collect an accurate email address and phone number to ensure customer receives proper communications about products and services they choose to purchase.
   
7. Be sure Subscribe to email reminders and messages is ☑️
8. Once the profile has been created, the customer profile will populate. One or two warnings will appear, the first being "Waiver Needs Signature" meaning the customer needs to fill out a waiver before participating in activities at the facility. The second will be an email address warning ONLY if the customer tries not to provide an email. Note they need an accurate email tor receive important notifications. 
9. To add customer to a Team, Open Play or other programs such as Strikers, Camps, Flag Football, etc., select Add. 
   
   1. Once program is selected, search for the appropriate product and add the customer to it.