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 that your customer’s order appears at the register. If not, tap Get order to pull up the customer’s order. See: Find an Open Order
- Select the Details tab.
- ClickÂ
to search for the customer’s name.
- Select a customer. Search by name or phone number to find a customer. Â
- Tip! if the customer does not yet exist in your system, see:Â Enter a New Customer
- Review customer info for accuracy. Select Customer Details to modify or add to existing customer info.
- Add notes by clicking in the Notes: field. Type a note and click OK to save.
- Choose Save Order.
- Confirm that the customer’s name is displayed at the top of 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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