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


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