Add Customer Information
To help staff record customer information in order to store transaction history. Based on customer information, the restaurant can easily provide customer care, run promotions and discounts, and track customer outstanding balances.
Watch the tutorial here:
To add a customer to an order, follow these steps:
On the order screen, select Customer
Select an existing customer by entering relevant information in the search box, such as customer name, phone number, ZIP code, etc.
For first-time customers, click the Add icon to create a new customer profile.
Click Done. The system will display a confirmation that the customer has been added successfully.
Note:
If the order already has a customer but the information is incorrect, select Customer and click the Edit icon to update the customer information.
After updating, click Done.
After selecting a customer, staff can quickly view:
Total spending
Number of visits to the restaurant
To see more details, click View details. Here, staff can view:
Frequently ordered items
Spending per visit
Most recent visit
If you need to edit or update customer information, click Edit.