Choose or add a customer

On the web

1. Click Add customer.

2. Type a name, phone or email; the matches appear under Recent and below it.

   

3. Click the customer.

Their profile summary loads: visits, membership, birthday, and any alert notes.

In the app

1. On the Checkout tab, tap Add customer at the top.

2. Type a name, phone or email; the matches appear under Recent and below it.

   

3. Tap the customer.

Their card shows visits, last visit and membership; More details unfolds the rest, and Change customer swaps them.

On the web

1. Click Add customer, then Add new customer.
2. Enter the Full name and Phone (both required) and, if you have them, Email, Gender and Birthday.
3. Click Add Customer.

The record is saved to Customers and selected for this order. Fill in the rest of the profile any time.

In the app

1. Tap Add customer, then Add new customer.
2. Enter the Customer name and Phone and, if you have them, Email (optional), Gender and Birthday.
3. Tap Add customer.

On the web

Choose Walk-in customer instead. Enter a Customer name and, if you like, a Phone (optional). No customer record is created; the name and phone are printed on the invoice and that is all.

In the app

Tap Add customer, then Walk-in customer. Enter the Customer name and, if you like, the Phone (optional), and tap Add walk-in.