Using customer profiles in Shopify POS

With Shopify POS you can create profiles for your customers to save their name and contact details. Recording customer contact details is especially useful for sending receipts by email, and for broadening your customer base for email marketing campaigns.

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Create a customer profile

If a customer has not purchased from you before, then you can create a customer profile for them.

A customer profile can include the following information:

• First and last name
• Email
• Phone number
• Notes
• Shipping addresses
• Whether the customer would like to receive marketing information
• Whether the customer is tax exempt

Steps:

1. In Shopify POS, tap Customers.

2. Tap the + button.

3. Enter the customer's details. You need to enter at least a first name for the customer.

4. Optional: To save the customer's details without adding the customer to the cart, disable Add customer to cart:

   

5. Tap Save.

Search for an existing customer

You can search for existing customers by name or email. Tap a customer to view their profile.

Steps:

1. In Shopify POS, tap Customers.

2. Tap the search icon and enter a customer's name or email in the search box:

   

3. Tap the customer's name in the search results.

Edit a customer profile

You can change an existing customer's information in their profile.

Steps:

1. In Shopify POS, tap Customers.

2. Select an existing customer in one of the following ways:

   • Tap a customer's name in the list of existing customers.
   • Tap the search icon to search for an existing customer.

3. After you've selected a customer, tap Edit.

4. Edit customer information on the Edit customer screen. You can edit information such as name, address, and preferences.

5. Tap Save.

   

Add a customer to the cart

Shopify POS saves a customer's details so that when a customer makes another purchase, you can quickly associate them with the order.

Steps:

1. In the Cart section of the products and cart screen, tap Select customer:

   

2. If the customer is new, then tap the + button.

   If it is an existing customer, then enter the customer's name or email into the search box, and then tap their name in the search results.

Delete a customer from the cart

You can delete a customer's details from the order.

Steps:

• On the Cart screen, swipe the customer's name left:

  

Create a customer profile

If a customer has not purchased from you before, then you can create a customer profile for them.

A customer profile includes:

• First and last name
• Email
• Phone number
• Notes
• Shipping addresses
• Whether the customer would like to receive marketing information
• Whether the customer is tax exempt

Steps:

1. In Shopify POS, tap Customers.

2. Tap the + button.

3. Enter the customer's details. You need to enter at least a first name for the customer.

4. Optional: To save the customer's details without adding the customer to the cart, disable Add customer to cart:

   

5. Tap Save.

Search for an existing customer

You can search for existing customers by name or email. Tap a customer to view their profile.

Steps:

1. In Shopify POS, tap Customers.

2. Tap the search icon and begin enter a customer's name or email in the search box:

   

3. Tap the customer's name in the search results.

Edit a customer profile

You can change an existing customer's information in their profile.

Steps:

1. In Shopify POS, tap Customers.

2. Select an existing customer in one of the following ways:

   • Tap a customer's name in the list of existing customers.
   • Tap the search icon to search for an existing customer.

3. After you've selected a customer, tap Edit.

4. Edit customer information on the Edit customer screen. You can edit information such as name, address, and preferences.

5. Tap Save to save your changes:

   

Add a customer to the cart

Shopify POS saves a customer's details so that when a customer makes another purchase, you can quickly associate them with the order.

Steps:

1. On the Cart screen, tap Select customer:

   

2. If the customer is new, then tap the + button on the Select customer screen. By default, the new customer is associated with the current cart, but you can disable this option from the Create customer screen.

If it is an existing customer, then enter the customer's name or email into the search box, and then tap their name in the search results.

Delete a customer from the cart

You can delete a customer's details from the order.

Steps:

• On the Cart screen, swipe the customer's name left:

  

Create a customer profile

If a customer has not purchased from you before, then you can create a customer profile for them from the products screen. By default, the new customer is associated with the current cart, but you can disable this option from the Create customer screen.

Steps:

1. From the Shopify POS products screen, tap the + button, and then tap Add customer:

   

2. Enter the customer's details. You need to enter at least a name and an email address for the customer.

3. Optional: To save the customer's details without adding the customer to the cart, disable Add customer to cart.

4. Tap ✓.

Associate an existing customer with a cart

Shopify POS saves a customer's details so that when a customer makes another purchase, you can quickly associate them with the order.

Steps:

1. On the Cart screen, tap Add customer:

   

2. Add an existing customer in one of the following ways:

   • Tap a customer's name in the list of existing customers.
   • Enter a customer's name in the search box, and then tap their name when it appears in the search results.

Edit an existing customer

You can edit an existing customer's information.

Steps:

1. On the Cart screen, tap Add customer:

   

2. Add an existing customer in one of the following ways:

   • Tap a customer's name in the list of existing customers.
   • Enter a customer's name in the search box, and then tap their name when it appears in the search results.

3. Tap the added customer on the Cart screen:

   

4. Edit customer information on the Edit customer screen. You can edit information such as name, address, and preferences.

5. Tap ✓ to save your changes:

   

Remove a customer's details from the cart

After you add a customer profile to a cart, you can remove it by tapping the x beside the customer's name: