There are two ways to register a customer 

• Self-registration - This is where a customer dials the USSD code and register themselves. Below is the process:

By

1.  Dialing the Lenders USSD e.g *483*911# 

2. Select option 2, Register

3. Fill in the details i.e name and ID

4. Key in the Lenders code (Unique code) 

To edit the unique code (as shown below): 

• Go to setup on the menu

• Click on App settings on the drop-down

• On company details, fill in the Unique name and save.

• Admin registration- This is registration by the administration where the Lender comes on to the system and manually adds the customer by filling in their information. 

To add a customer,

• Go to customers on the menu

• Click customers in the drop-down

• Click on the red button +New Customer

• Fill in the customer details and submit

To invite the customer, check on the Send Invitation checkbox, and the customer will immediately receive an invitation SMS to proceed and accept so that they can be able to borrow. Always remember to check the Approved to borrow checkbox so that they do not get errors when trying to borrow. 

The admin can also add customers using their Mpesa statements. All you need to do is request them for their National ID number and their M-pesa statement then follow the steps below:

• Go to Customers on the drop down

• Click on the green button written M-pesa Statement (next to add new customer)

• Input the Customer ID number, then press the upload button

After uploading the ID number, a pop up of where to drag the customer statement will appear on the screen. Drag the statement there and as soon as its complete all the details of the customer will automatically be filled as shown below. 

The Mpesa Statement is a good way to add the customers because all the information filled is accurate and can also be an aid in setting the customers loan limit. 

N/B In a case where there are too many customers and probably adding them one by one would be hectic or almost impossible,