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

• Ensure the guest check to which to assign a customer is active on the order entry screen.

  

• Tap the order name near the top left on the POS screen. The Name Order 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 to return to the guest check on the order entry screen.

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

Editing a customer profile

While in a guest check, it is possible to edit a customer's profile and make changes to their information, such as name and address.

To edit a customer profile:

• Ensure the guest check is active on the order entry screen.
  
• Tap the customer name near the top of the POS screen. The Customer Profile screen appears with the customer information.
  
• Tap Edit.
  
• Edit the information, as needed.

  Note: Use the Remove option to add a new customer or search for an existing one.

• Tap Save on the bottom right of the screen to save the changes.

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