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.

Create a customer profile

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

To create a customer profile:

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

  2. Tap Create customer:

    Create customer ipad

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

  4. By default, the customer will be added to the current cart when you save. If you want to save without adding them to the cart, then disable the Add customer to cart option:

    Add customer to cart option ipad
  5. When you've completed all the necessary fields (at least a name and an email address), tap Save.

Find an existing customer to associate with the order

Shopify POS saves customer details, so if a customer purchases from you again, then you can quickly associate them with the order.

To associate an past customer with an order:

  1. In the Cart section of the products and cart screen, tap Add customer.
  2. Choose one of your existing customers by doing one of the following:
    • Tap the customer's name within the list of existing customers.
    • Begin to enter a customer's name in the search box, and then tap the full name when it appears.

Remove a customer's details from the cart

To remove a customer's details from the cart:

  1. Swipe the customer's name left to show a Delete button:

    Delete button beside customer's name
  2. Tap Delete to remove the customer from the cart.

Create a customer profile

If your customer hasn't ordered from you before, then you can create a customer profile for them from Shopify POS. Then when you process an order for that customer in the future, you can quickly associate them with the order.

To create a customer profile:

  1. From the Shopify POS products screen, tap the + button, and then tap Add customer:
    Add customer button — Shopify POS for iPhone
  2. Enter the customer's details. You need to enter at least a name and an email address for the customer:
    Add customer to order button — Shopify POS for iPhone
  3. By default, the customer will be added to the current cart when you save. If you want to save the customer's details without adding them to the cart, then disable the Add details to order option:
  4. Tap the check mark to save the customer's profile.

Associate an existing customer with a cart

Shopify POS saves customer details, so if a customer purchases from you again, then you can quickly associate them with the order.

To associate an past customer with an order:

  1. On the Cart screen, tap Add customer:
    Add customer details button on the Cart screen — Shopify POS for iPhone
  2. Add one of your existing customers by doing one of the following:
    • Tap a customer's name within 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.

Remove a customer's details from the cart

To remove a customer's details from an order:

  1. From the Cart screen, swipe the customer's name left to show a Delete button:
    Cart screen with Delete customer button — Shopify POS for iPhone
  2. Tap Delete to remove the customer from the cart.

Create a customer profile

If your customer hasn't ordered from you before, then you can create a customer profile for them from Shopify POS. Then when you process an order for that customer in the future, you can quickly associate them with the order.

To create a customer profile:

  1. From the Shopify POS checkout screen, tap the + button:
    + (plus) button — Shopify POS for Android
  2. Tap Create customer.
  3. Enter the customer's details. You need to enter at least a name and an email address for the customer.
  4. Tap the check mark to save the customer's profile.

Associate an existing customer with a cart

Shopify POS saves customer details, so if a customer purchases from you again, then you can quickly associate them with the order.

To associate an past customer with an order:

  1. On the Cart screen, tap Add customer:
    Add customer button — Shopify POS for iPhone
  2. Add one of your existing customers by doing one of the following:
    Customer screen — Shopify POS for iPhone
    • Tap a customer's name within 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.
    • Tap the + button to create a new customer profile and add it to the cart.

Remove a customer's details from the order

After you add a customer profile to a cart, you can remove it by tapping the x beside the customer's name:
x button beside customer name on cart screen — Shopify POS for Android

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