Customers in POS
Step: (Left Menu) => Customers => Customers
- We can connect the records of using services with the customers. If we have set up a loyalty program, we can give registered customers bonus points for each purchase, and they can exchange these points for a discount.
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- To create a “Customer”, click “New Customer”.
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- We have to fill in at least one of the fields: Name, Email, or Cellphone to determine the customer and others are optional and click “Save changes”.
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Import Customers: We can download customer template files from POS and fill all customers before importing to back POS
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To search for Customer via the toolbar and the filter, select the information “Keyword,” “Salon,” “Group,” “Filter By,” “Status,” “QuickDate,” “From,” “To,” and click “Search.”
- Keyword: A significant word
- Salon: A store
- Group: The group of customer
- Filter By: The removal of data
- Status: The condition of the customer
- From: The arrival date
- To: The moving date
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The section Customers shows the information on “Name”,“ Cell Phone”,” Membership”, “Birthday”, “Anniversary”, “Group”, “Point”, “Status”, “Created At”, and “Actions”.
- Name: Customer's name
- Cell Phone: The customer's number phone
- Birthday: The customer's birthday date
- Membership: Serial number created by owner
- Anniversary: The anniversary date
- Group: The name of the customer group
- Point: Earning points
- Status: Enabled or Disabled
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Get started "Action"
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