Renterra's Customer Intake Form feature allows users the option to send a text message to new customers to submit their contact information, rather than inputting the information manually. This is a great way to save you time while also helping avoid typos in names and addresses! As a reminder, you can always add a customer manually.
To send the intake form to the customer:
Click on Customers
Click + New Customer, and a drawer will open up to add a new Customer to the system.
Click on Send, and a prompt will appear to collect the user's phone number for SMS delivery.
You can optionally preview the form at any time by clicking Preview.
Once a customer fills out this form, you will get a notification in Renterra that a new Customer has been created using the intake form and you can now create Orders with that customer
The Customer Intake Form will allow the customer to fill out the same contact details as the manual form, but will perform additional validations to make sure the information is correct. For example, if the new customer's email address is already attached to an existing account, the form will be rejected. The new customer will be instructed to get help, and you can then continue business with them using the manual form.