Creating 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. From the Shopify POS app, tap Add customer.

  2. Tap Add new customer..

  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.

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