Adding a Participant as a Primary Customer in Resova
Overview: When creating a new booking/transaction in Resova, you may encounter a situation where a person previously attended as a participant (guest on someone else’s booking) but does not exist as a primary customer. Participants do not automatically receive a customer profile, so they must be created before they can be assigned as the primary customer on a new booking.
Steps to Add the Participant as a Primary Customer
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Start a new booking/transaction from the Calendar by selecting the desired time slot and clicking Create Booking.
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Navigate to the Customer tab.
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Click + Add Customer.
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Search for the individual using their email address (recommended search method in Resova).
If the person does not appear in search
This indicates they were only a participant previously and do not yet have a customer profile.
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Click Create Customer.
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Enter the required details:
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First Name
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Last Name
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Email Address
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Save the new customer record.
Assigning the Customer to the Booking
Once the customer record exists:
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Assign them as the primary customer on the booking.
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Proceed with payment as normal.
Important Notes
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Being a participant on a prior booking does not automatically create a customer account in Resova.
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A customer profile must exist before someone can be selected as the primary customer.
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After creating the customer account, you can assign any existing waiver previously signed by that participant to the new customer profile if needed.