Manage Customers

Add customers at the register or in BackOffice to begin emailing receipts, tracking purchase history, and more.

Check out our video on Managing Customers below.

Table of Contents

Manage Customers at the Register

Tag customers to sales, add new customer info, and modify existing customers while they are in store making a purchase.

Tag Customers

Associate an existing customer with a sale before, or as, it gets rung up. This links them to their purchase and makes emailing receipts quicker if they have an address on file.

1 Tap Select Customer at the top of the running total.

2 Choose a customer from the list.

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3 (optional) Tap Email Receipt to send a receipt to the customer’s email after completing the sale.

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Add Customers

Need to add a new customer? Capture their info in seconds at any point during the sale.

1 Tap the in the top right of the running total.

2 Enter the new customer’s info and tap Done.

Provide at least a first/last name or email address.

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With an active internet connection, the new customer syncs to BackOffice for record keeping.

Edit Customers

Modify a customer’s info right at the register to keep the business’s records up to date.

1 Tap the ⓘ next to a customer.

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2 Add/edit/delete information as needed.

3 Tap Done.

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Customer info updated at the register syncs to BackOffice when there is an active internet connection.

BackOffice Customer Management

Add, edit, or delete customers through BackOffice when away from the register.

1 In BackOffice, tap Marketing and then Customer List.

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2 Select Add Customer to add someone new.

Or, choose an existing customer from the list to edit.

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3 Enter the customer’s information.

At minimum, there must be a first name, last name, or email entered.

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4 Tap Save to finish up.

Remember to Get Updates to sync the new customer to the iPad register.

Customer Purchase History

Look up a customer’s purchase history to see when they were last in, what they bought, and more.

1 In BackOffice, tap Marketing and then Customer List.

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2 Select a customer.

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3 Tap Item Purchase History.

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This report shows the customer’s purchase history over the past 90 days.

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