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Quick Links

Saving customer information is useful for services such as take out orders, venue rentals, and even Online Ordering.

Create a Customer (BOH)

Action

Display

  1. Tap the Customers icon

  2. Tap the New Item icon ( + ) to create a new Customer

  3. In the General Information text fields input Customer details

    • First Name

    • Last Name

    • Email Address

    • Phone Number

4. Tap ( + ) New Address to input Customer address and/or phone details (Optional)

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

  1. Tap Show Commands button

  2. Tap Customer Info button

  3. In Search field search for Customer with any of the following:

    • First Name

    • Last Name

    • Email Address

    • Phone Number

  4. Hit Enter to search

  5. Tap the newly populated Customer to select

  6. Tap Customer Details to view Customer

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