StoreHub has a great Customer Relationship Management feature that helps you to keep track of your customers' information, so that you can provide them with great experiences at your store!
Note: This feature requires internet access.
How to Add a New Customer
1. Tap ‘Add Customer’
2. Tap ‘+’.
3. Enter the customer’s details.
4. Tap ‘Save’.
5. Your customer information is now saved and assigned to the sale.
Do you want to edit your customer info? Click here to learn how.
What are tags?
Tags are identifications that you can use to label your customers. For example, you may categorise your customers into “Silver”, “Gold” and “Platinum” members. You can also set tags from the BackOffice.
Using the tags, you can choose to offer different promotions based on their labels. You can do so with the Price Books feature. To learn more, head over to Setting your Price Books.
Note: If you have an existing list of customer information, you can add them from the BackOffice. Click here to learn how.
How to Select a Customer
1. Tap on ‘Add Customer’ button.
2. On the search bar, type your customer info and tap ‘Search’
3. Select the customer.
4. You will now see that your customer is assigned to the transaction.
Did you know that you can add, view and edit customers in the BackOffice as well? Click here to learn how.