Enrolling - Adding a Loyal Customer Manually

  • As discussed in another article, there are a plethora of ways customers can collect loyalty points from your store.  However, there is also a way to add customers manually if for one reason or another you weren't able to add them during a transaction. Follow the simple steps below in order to easily add them to your customer database.
  • On the left hand bar of the POS, click on the Customers tab.

  • The customer list will come up, in the top right hand corner there will be a "+" sign. Select that and a module will pop up asking you to input customer information. Please note that email is a mandatory field. 

  • And that's it! You have successfully added a loyal customer to your database. You will now be able to look them up by name whenever they come in and do a transaction.