Quick Links
| Table of Contents |
|---|
Saving customer information is useful for services such as take out orders, venue rentals, and even Online Ordering.
Create a Customer (BOH)
...
Action
...
Display
Tap the Customers icon
Tap the New Item icon ( + ) to create a new Customer
In the General Information text fields input Customer details
First Name
Last Name
Email Address
Phone Number
...
Create a Customer (FOH)
...
Action
...
Display
...
Tap the Customer Info button from the Command Bar
Close the on screen keyboard that appears by tapping the X in the upper right corner
...
2. Tap New Customer
...
3. Input the customer details in the Edit Customer window
First Name
Last Name
Phone
Notes (Optional)
4. Click Accept
You will have to close the on screen keyboard to see the Accept button
...
5. To add an address for this customer, tap the New Address button
...
6. In the Edit Address window, input the customer address
Street
City
State
Zip
Phone
7. Tap Accept
...
Locate a Customer (FOH)
Follow the below steps to verify the new Customer has been added correctly and is appearing in the Front of House selection.
...
Action
...
Display
...
Tap Show Commands button
...
Tap Customer Info button
...
In Search field search for Customer with any of the following:
First Name
Last Name
Email Address
Phone Number
...
Hit Enter to search
...
Tap Customer Details to view Customer
...
Contents
| Child pages (Children Display) |
|---|