Add a New Customer
In Union, we offer two ways for you to add a new customer or create an account for them in your org: Express Add Attendee or through the Register.
The Register
Create a New Account in the Register |
Visual Support |
Click on the Union register icon in the upper right corner. |
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| In the member box, begin typing in your customer's first name or email. Then, click on Create Membership |
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| You should see a pop-up appear so you can complete the following details and click Create. *Note: phone number and last name are optional. It is suggested you add a valid phone number (especially if you use Union's waitlist). |
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| Now they're a customer of your org! |
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Add Attendee Flow
| Create a New Account in Add Attendee | Visual Support |
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| Click Add Attendee |
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| Start typing the customer's first/last name or email. If the customer is not apart of your org, click Create Account |
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Add any additional details for your customer and click Create. You can then complete the registration flow from this view. *Requirement is a first name and email |
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