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New Customer account setup

Welcome

Please complete the form below to setup your account as a new customer.

We will ask you for the following information:

Your Contact details
Account Name
Billing Details
1. Address
2. Purchase Order instructions (where applicable)
Physical/Shipping Address (if different)

We will give you the chance to setup up to 4 contacts for your Account:

You (mandatory)
A separate Account Owner (optional)
A separate Billing Contact (optional)
A separate Everyday Contact (optional)

Any questions, please call us on 0118 948 7025.

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Setup method
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Account ZCRM ID
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Account Reference
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Quote ZCRM ID
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Quote Reference
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SiteBites Account Owner's ZCRM ID
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SiteBites Account Owner's Name
First Last
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SiteBites Account Owner's Phone Number
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Account Type
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Deposit Required
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Deposit Amount
Step 2 of 3

1) Quote Acceptance > 2) Account Setup > 3) Deposit
Step 2 of 2

1) Quote Acceptance > 2) Account Setup
1) Your Details
Your Name*
First Last
Your Email*
Enter Email Confirm Email
Your Phone Number*
Please only include your international dialling code if you are outside of the UK.
Your Job Title
Your LinkedIn profile
We'd like to connect with you on LinkedIn, if you would like that, please copy and paste your profile address here.
2) Account
Account Name
Legal Name*
The Organisation’s legal name; e.g. 'SiteBites Ltd.' If you are a Sole Trader, please enter your name.
Trading Name
The Organisation’s trading name; e.g. just 'SiteBites'. If you are a Sole Trader or do not have a different trading name, leave this blank.
Account Owner

Setting a separate owner is up to you. This could be the CEO, Managing Director, Marketing Director, or Headteacher.
Will you be the Account Owner?*
The Account Owner will have full permissions over the account and access to its data and the data we hold for its personnel.
- Yes
- No, someone else
Owner's Name*
First Last
Owner's Email Address*
Enter Email Confirm Email
Owner's Phone Number*
Please only include the international dialling code if you are outside of the UK.
Owner's Job Title
Owner's LinkedIn profile
We'd like to send an invitation to the Account Owner to connect with us on LinkedIn. If you are able to, we'd be grateful if you could copy and paste their profile address here.
3) Billing Information
Billing Address*
Street Address Town / City County / State / Region Post Code / Zip Country
Purchase Orders
Do you use Purchase Orders?*
- Yes
- No
We will require your Purchase Order reference before we process any order.
PO for this order
Purchase Order Reference*
Please provide the PO Reference for this first order.
Purchase Order
If you provide actual PO documents, please upload your Purchase Order file for this first order. This field will accept PDF, doc, docx, RTF, and text file formats.
Accepted file types: pdf, doc, docx, rtf, txt, Max. file size: 30 MB.
Purchase Orders Settings
Do you have a PO threshold?*
Is there a value under which you do not use Purchase Orders?
- Yes
- No, all purchases must use a PO
Purchase Order Threshold*
Please enter the threshold at which Purchase Orders are required. This will enable us to control orders placed within your policies.
We offer Billable Support Tickets as part of our service, which enable us to conduct small jobs with values less than £600, through our ticketing system, much faster, and with less admin.

Without a PO threshold, this service will be unavailable to you as using Purchase Orders will require the setup of official orders for every job.
Billing Contact
Will you be the Billing Contact?*
- Yes
- No, someone else
Billing Contact's Name*
First Last
Billing Contact's Email Address*
We will send all invoices to this address.
Enter Email Confirm Email
Billing Contact's Phone Number*
Please only include the international dialling code if you are outside of the UK.
Billing Contact's Job Title
Billing Contact's LinkedIn profile
We'd like to send an invitation to the Billing Contact to connect with us on LinkedIn. If you are able to, we'd be grateful if you could copy and paste their profile address here.
Invoicing Email Address*
We only send our invoices via email. Enter the email address to which you would like us to send them.
4) Day-to-Day Details
Physical/Shipping Address

Just in case we want to send you a Christmas Card, flowers, or some of that beautifully designed print collateral you were thinking of getting produced! *wink*
Same as Billing Address?*
Is your physical/shipping address the same as the Billing Address you gave us above?
- Yes
- No
Physical Address*
Street Address Town / City County / State / Region Post Code / Zip Country
Everyday Contact

Lastly, some of our (usually larger) customers like to delegate an Everyday Contact; someone with whom we can liaise on a day-to-day basis regarding running of the account, website, etc.
Who will be our Everyday Day Contact?*
- Me
- The Account Owner
- The Billing Contact
- Someone new
Everyday Contact Name*
First Last
Everyday Contact's Email Address*
Enter Email Confirm Email
Everyday Contact's Phone Number*
Everyday Contact's Job Title
Everyday Contact's LinkedIn profile
We'd like to send an invitation to the Everyday Contact to connect with us on LinkedIn. If you are able to, we'd be grateful if you could copy and paste their profile address here.

SiteBites provides website design, online shop, email marketing and other design services for small and medium business primarily. Our goal is to get your business in front of the right people and to increase enquiries and sales.

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Unit 23 Space Business Centre, Molly Millars Lane, Wokingham, Berkshire, RG41 2PQ, United Kingdom.

Tel: 0118 948 7025 | Email: [email protected]

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© Copyright 2021 - 2024 All Rights Reserved. SiteBites® is a trading name and registered trademark of A7 Enterprises Limited. Registered in England and Wales Company No. 4944389. Registered Office: Unit 23 Space Business Centre, Molly Millars Lane, Wokingham, Berkshire, RG41 2PQ, UK.