Capturing customer information allows customers to earn loyalty rewards, and enables you to email receipts and coupons to customers.

• Log in to the POS.

  

• With the guest check active, tap the Order Name near the top left on the POS screen. The Customers search screen appears.

  

• Type a customer name or phone number in Search. The matching results appear on the screen.

• Tap the customer name to assign the customer to the guest check.

  -OR-

  If the customer does not appear in the results, tap New Customer to enter customer information and tap the down arrow icon at the top right of the screen.

  -OR-

  If the customer does not want to provide you with their information, tap Cancel at the top left of the screen. The POS returns to the guest check screen.

  Note: You must enter the customer name and at least two other pieces of information to save the customer record.

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