Managing FullCount will regularly require setting up new Customers for your community. In FullCount, the term ‘customer’ denotes a Back Office profile that can be assigned from the Touchscreen. Each customer profile also requires a charge account for billing direct charges and plan overages. Most customers at a community are residents, but other types of customers can be added such as employees or departments. To set up a customer, follow the steps below:
 

1. Select the Admin Center button.
    
2. Select the Customers tab.
    
3. If it is not selected by default, choose the Customer Information subtab.
    
4. Click the New Customer button.
    

*NOTE: Fields with an asterisk (*) are required.

5. Select options for the following FullCount Customer fields:

• Customer Category* – Choose one of the three FullCount categories (Resident, Employee, or Other) that applies to the customer.
• Customer Type* – Choose one of your community’s customer types that applies to the customer.
• Customer ID* – This customer ID number is for FullCount use only. In most cases, a community will not need to adjust the automatically generated number.

6. Fill in the following customer information fields:

• Apartment – Enter an apartment number for the customer. Servers can search for a customer by apartment from the Touchscreen.
• Last Name* – Enter the last name of the customer.
• First Name* – Enter the first name of the customer.

*NOTE: Searches from the Touchscreen will only return names as they appear here on the customer’s profile. Partial name searches will return so long as they match letter-by-letter. Alternate forms and nicknames will not return when searched.

• Middle Name – Enter the middle name of the customer. Customers cannot be searched by middle name.
• Phone Number – Enter the customer’s phone number. The FullCount team does not use these phone numbers; this field is for your internal use only.

7. Set the Effective Start Date as the day the customer moves into the community.

*NOTE: Do not enter an Effective End Date for new customers. End Dating a customer prevents them from being searched on the Touchscreen.
 

8. If you community utilized a customer swipe card/fob system, enter the customer’s Swipe Card ID. This ID can be scanned in by connecting a barcode scanner or fob reader to a local computer.
    
9. Click Choose Photo to upload an image to the customer profile from a local computer. Photos must be 100kb or smaller.
    
10. If your community utilizes FullCount Engage, enter the login information for the customer.
    

*NOTE: FullCount Engage is an optional, paid feature that requires an additional FullCount license. To learn more about FullCount Eng please contact FullCount Support at (800) 289-9636 or email us at Support@FullCount.net.
 

11. Under the Charge Accounts section, select a Charge Account type from the drop-down options.
     
12. The Effective Date of the charge account should match the effective start date of the customer.
     
13. Enter the customer’s Billing ID.
    – For residents, use the ID provided by your community’s billing software.
    – For employees, use the ID provided by your community’s payroll software.
    – If your community does not use a third-party billing software and/or payroll software, choose a unique ID for each customer.

*NOTE: The Customer Accounts section will not populate until the customer has been assigned a meal plan account.

14. Add any desired Custom Fields for the customer. Some communities have required custom fields that must be filled out for all customers.
     

15. Click Save and Close.

The new customer will be active beginning on the effective start date. On this day, the customer can be added to orders and charged from the Touchscreen. If this customer requires a meal plan, be sure to Create a Meal Plan Account for them.