Create New Account and Link to Location

Create New Account and link to location

Made by Barrett Hansen with Scribe



1. To link an account to this new location, press "+Account"

2. Since there are no unlinked accounts at this time, our only option is to "Create new account"

3. Fill out the new account information, beginning with the Account ID.

4. Type in the personal information of the accountholder.

5. If we have it, we can enter the email & phone numbers.

6. Click here to enter the mailing address.

7. Click "Save"

8. You'll be redirected to the location page and should now see your linked account. Click the blue & underlined section to open that up.

9. You should see a mostly empty page (no activity yet!) but can navigate to the Contact Information tab to review the details you just entered.

10. Here you can see the contact information you previously entered.

11. To make any changes, click the pencil icon.

12. You can edit any fields here, such as the bill delivery method.



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