✏️ How to Update Customer Information
Keeping your customer details up to date helps you provide the best service and keeps your records organized. You don’t need any technical skills—just follow these easy steps!
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Customers: Select Customers from the menu list. This is where you’ll see all your existing customers.
- Find the Customer: Use the search bar or scroll to find the customer you want to update.
- Edit Customer: Click on the customer’s name to open their profile or details page.
- Update Information: Change any details you need—like name, phone, email, birthday, address, or notes. (See Customer Overview for what each field means.)
- Save Changes: Click Save. The updated information will be 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”).
- Keeping birthdays and contact details up to date helps you send greetings and offers.
- You can always edit or delete customer info later if needed.
- Encourage staff to check and update customer details at checkout for accuracy.
🛠️ 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.
- Keep customer info current for smooth communication and service.
For more information, check the documentation or contact support.