Add New Customer Record

Before or while creating an order in the POS, use the Uber Form (it's super fast) to create a new customer record on-the-fly.  this will associate the current order with the customer record.


Add a New Customer

POS > select New Customer in toolbar > to open a new form


Complete the New Customer form

The minimum fields to enter are: First name, Last name, and email address.  The Username will automatically populate using the customer name or email address.  The customer type and source are defaults configured in the master company settings. Use the bolt icon to copy and zap in any fields to the next column. 

Best Practice: Capturing a customer's birthday is essential for compliance checks and validation.  And, it's a super fun way to offer specialized marketing offers using an automated campaign broadcast.

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