Creating a New Member Account in Business Central

This document outlines the procedure for creating a new member account within Business Central. Follow these steps to ensure a seamless process for adding a new client to your system, complete with their contact details and club membership.

Step 1

Begin by logging into Business Central. Search for and open the 'Reservations' section.

Step 2

To initiate the creation of a new member account, select 'New...' which will open a new reservation card. Proceed by navigating to 'Manage', 'Search', and then 'New Client'.

Step 3

Access the ellipsis menu, hover over 'New', and select 'New Client'. Proceed by selecting the new member client.

Step 4

Choose the member club to which the new client will belong, for instance, 'Events'. This action will open a new member account. Fill in the description, such as "John Doe's Business", and proceed to create a new member contact, e.g., John Doe.

Step 5

Designate the individual as the main contact, and complete the fields for the member's phone number and email address.

Step 6

After entering all contact details, select 'OK'. You will have successfully created a new client.