Create Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
Form Information
- Provide Unique Reference Id here (if you have your own reference id)
- Select the Customer Title
- Enter the First Name here
- Enter the Last Name here
- Enter the Mobile number
- Enter the Email Address
- Put a tick, if you recommended the customer as Loyalty Customer
- Select the Loyalty Program here
- Put a tick, if you recommended the customer as Membership Customer
- Enter the Start Date here
- Enter the End Date here
- Select the Discount Plan
- Put a tick, if you recommended to have Billing Information
- Provide the Billing Name here
- Provide the Billing Address
- Enter the Name of the city
- Enter the Region
- Enter the Postal Code
- Enter the Country
- Put a tick, if you wish to have QR code in the receipt
- Provide a Description here (Optional)
- Upload an Image of the customer (Optional)
- If you wish to save the customer details, click on 'Save' button
Create Customer - Extra Options
Click 'More' Tab → Click 'Customers ' Tab → Select 'Manage Customers'
Form Information
- You are allow to View the customer details here
- You are allow to Edit customer details here
- You are allow to Remove the customer details here
Create Customer - Bulk Upload
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
Form Information
- Click on 'Download' button to download the CSV template
- Here you can edit the CSV file and can add customer details according to the template ( Refer the CSV Formatting Guidelines)
- Click on 'Browse' button to browse the file from your device
- Click on 'Upload' button to save the customer details
Assign Membership to Customer
Click 'More' Tab → Click 'Customers ' Tab → Select 'Customer Registration'
Form Information
- Provide Unique Reference Id ' here (if you have your own reference id)
- Select the Customer Title'
- Enter the First Name '
- Enter the Last Name '
- Enter the Mobile Number'
- Enter the Email Address'
- Put a tick, if you recommended the customer as Membership Customer'
- Enter the Start Date '
- Enter the End Date'
- Select the Discount Plan'
- Click on Save ' button