Creating a customer profile on Shopify POS

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 wants to receive marketing information
• Whether the customer is tax exempt
• Customer Tags

You can also create customer metafields in the Custom data setting in your Shopify admin. Metafields include other specialized information about your customers such as, their birthday and shoe size that display on the customer details screen of the Shopify POS.

Manually create a customer profile on Shopify POS

You can manually create a customer profile on Shopify POS.

Steps:

1. From the Shopify POS app, tap Add customer.
2. 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.

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

Customer-led profile creation on Shopify POS

Note

This feature is available only to stores using Shop Pay.

If you have Shop Pay activated on your store, then you can use customer receipt selection to collect customer information, and create customer accounts in store with Shopify POS. During the checkout process, your customer chooses how they want to accept their receipt. If their information matches a Shop account, then their information displays in the checkout, and your customer can choose to accept their receipt in their Shop app, by email, by SMS, or to have it printed. If your customer accepts a digital receipt, then a customer account is created for your customer.

When a customer checks out for the first time with you, they're prompted to select whether they want to receive marketing communications from you before they accept their receipt. By default, this option is set the same way as your existing Email & SMS marketing settings.