Skip to content
WAIOHelp Desk

Add a new customer

Where
POS

Search for them first: if they already have a profile, add them to the sale instead of making a second one.

  1. Open Functions and tap Add Customer.

    The POS Functions tab with the Add Customer tile

    New Customer on the Customers tab opens the same form.

  2. Fill in the form:

    • First Name. Required.
    • Last Name.
    • Phone Number or Email. One of them is required. Type the phone number as digits; the POS adds the brackets and dash.
    • Date of Birth, if they give it.
    • Customer Group. It starts on your first group; change it if they belong in another.
    The New Customer form filled in for Jane Smith, with the Add Customer button

  3. Tap Add Customer. The form closes and they’re on the current sale.

    The top of the cart showing Jane Smith with her email and phone, and the Change button

Good to know

Section titled “Good to know”
  • Right after you save, the cart can show Customer instead of their name. Tap Change, search for them and tap their card to show their details.
  • If Add Customer stays grey, the form is missing a first name, or a full phone number or email.
  • They’re saved with this store as their home store.