Customers
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      3. Customers

      How to add a business customer

      Step 1. Select 'Customers' from the menu, and from the dropdown, choose Business in the Car and Van Hire Software.

      select-business-under-customers-coastr

      Step 2. Click 'CREATE' to begin adding a new business customer to your system.

      select-create-to-create-new-customer

      Step 3. Enter the required details for the business customer, including their company name, contact information, and address.

      enter-business-customer-details-coastr

      Step 4. If necessary, enter payment or credit details for the business customer and click 'PROCEED' to move forward with the process.

      update-payment-details-and-credit-limit-as-required

      Step 5. Provide the details of the authorised signatories for this business account. At least one authorised signatory must be added before you can continue.

      add-authorised-signatories-on-the-business-account

      Step 6. After entering the authorised signatories, click 'PROCEED' to move to the next step.

      click-proceed-coastr

      Step 7.   Next, enter the details of any approved drivers for the business customer. This step is optional and can be skipped if not applicable.

      enter-approved-drivers-on-the-account

      Step 8. You can also add any relevant documents related to the business customer, such as contracts or certifications.

      add-additional-documents-if-any-coastr

      Step 9. If no additional documents are required, select 'SAVE CUSTOMER' to create the new business customer in the system.

      save-to-add-business-customer

      Step 10. The business customer has now been successfully created and can be accessed in the business customer page for future reference.

      business-customer-is-now-added-on-the-software-coastr

      If you have any questions or issues, feel free to contact our support team at support@coastr.com. We’re happy to assist you!

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