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Enter a New Customer

  • Last Updated: September 27, 2022

Better monitor customer purchases and preferences by keeping accurate customer records.

  1. From Home, navigate to Customers > Customer Details.
  2. Fill in customer details. Required fields are marked with asterisks.
  3. Tap Save.
  • Tip! Additional features such as messages and customer loyalty programs can be unlocked by building a database of customer information.
Notable Fields

  • First Name, Last Name, Telephone: These are required fields.
  • Address: Customer addresses are verified when a new customer record is saved, or when an existing customer record is modified and saved. Address verification can be overridden, and the Address field will be color-coded according to verification status. This is an optional field. See: Address Verification Settings
  • Receive SMS Text: Enables SMS texting for the customer.
  • Receive Email: Enables email for the customer.

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • New Customers & Record Management
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