🤝 Managing Customers

Keeping track of your customers is easy and rewarding with your POS system! This guide will walk you through everything you need to know about managing your customer list, so you can give every guest a personal touch—no tech skills required.

What Does "Managing Customers" Mean?

Managing customers means adding, updating, and organizing the people who shop at your store. It helps you remember their preferences, send them special offers, and make every visit feel personal.

🔎 Searching or Filtering Customers

1. Open the Menu: Tap the ☰ sidebar menu.
2. Go to Customers: Select Customers from the menu.
3. Search or Filter: Click the Filter button to show filtering options. Use that to find a specific customer by name or phone number.
4. View Details: Click on a customer’s name to see their profile, including purchase history and notes.

📝 How to Add a Customer

1. Open the Menu: Tap the ☰ sidebar menu.
2. Go to Customers: Select Customers from the menu.
3. Add Customer: Click Add Customer and fill in their details (name, phone, etc.).
4. Save: Press Save—that’s it! The customer is now in your system.

See the full guide: How to Add a Customer

✏️ How to Edit Customer Information

• Find the customer in your list (use search if needed).
• Click their name to open their profile.
• Update any details (like phone, email, or notes).
• Click Save to keep changes.

See the full guide: How to Edit a Customer

🗑️ How to Delete a Customer

• Go to the customer’s profile.
• Click Delete (usually at the bottom or top right).
• Confirm the deletion. The customer will be removed from your list.

See the full guide: How to Delete a Customer

🔍 Tips for Managing Customers

• Add customers at checkout to build your list quickly.
• Use notes for special requests (e.g., “Allergic to peanuts”).
• Keep info updated for smooth communication and service.
• Respect privacy: Always ask before adding contact details for marketing.
• Use search and filters to quickly find any customer.

🏆 Why Manage Customers?

• Offer loyalty rewards and personalized service.
• Send digital receipts and special offers.
• Make every customer feel valued and remembered.

For more information, check the documentation or contact support.