Quick Links
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Saving customer information is useful for services such as take out orders, venue rentals, and even Online Ordering.
Create a Customer (BOH)
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Action
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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
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Create a Customer (FOH)
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Action
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Display
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Close the on screen keyboard that appears by tapping the X in the upper right corner
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2. Tap New Customer
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3. Input the customer details in the Edit Customer window
First Name
Last Name
Email (Email is optional and not required for a customer attachment to an order)
Phone
Notes (Optional)
4. Click Accept
You may have to close the on screen keyboard to see the Accept button
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If this is for a pickup order, you can then attach the customer to an order using the Attach to Order button |
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5. To add an address for this customer, tap the New Address button
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6. In the Edit Address window, input the customer address
Street
City
State
Zip
Phone
7. Tap Accept
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Now that an address has been added, the user may attach the customer to an order using the Attach to Order button |
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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.
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Action
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Display
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Tap Show Commands button
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Tap Customer Info button
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In Search field search for Customer with any of the following:
First Name
Last Name
Email Address
Phone Number
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Hit Enter to search
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Tap Customer Details to view Customer
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When the customer is located they can then be attached to an order using the Attach to Order button |
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Attach Customer to Order
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Contents
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