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
• Customer Tags

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.

Note

If you have Customer Management permissions, then you can add or create a customer tag to assign to the customer.

1. Optional: To save the customer's details without adding the customer to the cart, turn off Add customer to cart.
2. Tap Save.