Customers at the Register
Find customers reliably by phone number, use Walk-In Customer, and recognize notes, favorites, and blacklist warnings.
Best Practice: Find the Customer by Phone Number
Ask, “What is the best phone number for your account?” and search that number before trying the c...
How to Search and Select a Customer
Open the customer selector on the register. Search by phone number whenever possible. Name search...
When to Use Walk-In Customer
Leave the default Walk-In Customer selected when the shopper does not want to provide information...
Understand Customer Notes, Favorites and Blacklist Warnings
Customer note: A saved note appears with a red pulsing indicator so staff know to read it. The no...