How to edit a Customer's Information in the POS App

When you look up a customer in Customer Lookup, you can modify the customer's name, phone number, e-mail address, and other settings by following these steps:

1. After searching for a customer, tap the name to bring up the Customer Info tab.

2. The right panel will also feature a customer Notes tab, and if it is being used, Customer Profile tab to assign your pre-set attributes.

   

3. To modify the customer's Name, Phone number, E-mail address, Address, Birthday or Anniversary, tap the corresponding field and edit the value.

4.  If the customer does not want to receive e-mail marketing messages from your store, tap the Subscribe to Email marketing check box to remove them from the distribution.  
   
   Note: If you change the Opt-out of marketing slider from OFF to ON, the customer will not receive any marketing emails that you send from the Back Office. Make sure they know they will not receive promos and discounts you send out.

5. To change the customer category, tap Category to display the Categories screen, and then tap the new category for the customer.

6. Tap the Save button to save the modified customer record.

   • Don’t worry if you forget to save before leaving the page, a warning will pop up to make sure you do not lose your changes.