Consistent linking of customers to their orders builds a robust customer database that you can use to track customer preferences and ensure accurate reporting. These tools help you create a better customer experience.
- From Home, tap Register.
- Confirm the customer’s order displays at the register. If not, tap Get order to display the order. See: Find an Open Order.
- Tap the Order Details tab.
- Click the magnifying glass icon to search for the customer’s name.
- Select a customer and tap Go To Order. Search customers by name or phone number.
- Tip! if the customer does not yet exist in your system, see:Â Enter a New Customer
- Review customer info for accuracy. Tap Customer Details to modify or add to existing customer info.
- Choose Save Order.
- Confirm that the customer’s name displays along with their order.
- Tip! Leverage your growing customer database by using these features:
- Use the Messages module to enhance customer communication. See: How to Use Messages
- Customize promos and discounts to fit customer preferences. See: How to Use Promos
- Invite customers to membership clubs and loyalty programs. See: Setup Customer Loyalty Program
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