Create an account for a new customer

How do I create an account for a new client? 

> On the Gorilla Desk dashboard click on the tab in the top left labeled "customers"

> Then click on the green tab on the right side of the screen labeled "new customer"

> Ask the customer for their first/last name, their phone number (preferably cell because we have texting capabilities), a preferred email address, and their service address. Also ask the customer for a credit card to add to file so that the technician can charge the card at time of their service's completion. 

How do I add/save a credit card on file for a customer?

Go to the customers account and click on edit customer

From there select add a credit card and enter their credit card information, then hit save.