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Adding a Customer to a Cart

This article will show you how to find or add a new customer to an order in the POS

In the POS, go to the "Add or Find Customer" search bar on your right and start typing the guest's name, email, or phone number; you'll notice that after entering a few characters, the system will display the contacts that match the part you've typed, if there are none, you would need to add this customer as new, which can be done with the "Add XXX as a new customer" button.

If the guest's name shows up on the list, tapping on it will add them to the cart.

If you are adding a new customer by tapping on the button, you'll have a pop up with the following information to add:

  • First Name

  • Last Name

  • Date of Birth

  • Phone

  • Email (required)

  • Opt-in to Marketing and Promotional emials (pre checked)

After filling out this form and clicking on the Create New Customer button, the contact will be added to the database and attached to the cart.

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