How to Register a Client?

How to Register a Client?

Hello! We're here to guide you through the client registration process in Jarbas. It's a very simple process; let's see how easy it is:


At the bottom of your screen, start the registration by clicking the Plus (+) button.





In the menu that pops up, choose the 'Client' option.





Now, a screen will pop up asking for your client's information. Here, every detail matters.



                                                                                                          



Check this out! You have the option to categorize your clients as Gold, Silver, or Diamond. This feature allows you to craft exclusive promotions and provide them with unique perks.



Adding a birthdate adds a personal touch, as it's integrated into Jarbas's Calendar. This enables you to surprise your clients with a special gift on their birthday.



Allow on Credit Function

Activate the “Allow on Credit” function for this client. It's a great way to manage special accounts.



And Voilà! Registration Complete. After filling everything out, your client's registration is all set.



In the 'Clients' menu, you'll be able to review all the information you just inputted.



This section also allows you to monitor the client's order history and manage her account.


Should your client overpay, you can add the extra amount to her account, or deduct from it if she’s made a purchase on credit.


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Importing Contacts directly from your Phone

For added convenience, import contacts directly from your phone. It’s a real time-saver and helps prevent the need for re-entering data.






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