How to Update Customer Information

Keeping customer details current helps you provide the best service and keeps your records organized. Follow these steps to update a customer's information.

Step-by-Step Guide

1. Open the sidebar menu.
2. Select Customers from the menu. You will see all your existing customers here.
3. Use the search bar or scroll to find the customer you want to update.
4. Click on the customer's name to open their profile.
5. Change any details you need -- name, phone, email, birthday, address, or notes. See the field explanations for details on each field.
6. Click Save. The updated information is stored instantly and used for future orders, receipts, and communications.

Tips

• Update customer info whenever they change their phone, email, or address.
• Use the Notes field for special requests or preferences (e.g., "Prefers soy milk").
• Keep birthdays and contact details current to send greetings and offers.
• You can always edit or delete customer info later.
• Encourage staff to verify customer details at checkout.

Best Practices

• Double-check spelling and numbers to avoid mistakes.
• Respect privacy -- ask before updating contact details for marketing.
• Use notes and birthdays to personalize service and build loyalty.