Creating a customer profile
This page was printed on Oct 10, 2022. For the current version, visit https://help.shopify.com/en/manual/sell-in-person/shopify-pos/customer-management/create-customer-profile.
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
- Phone number
- Notes
- Shipping addresses
- Whether the customer would like to receive marketing information
- Whether the customer is tax exempt
- Customer Tags
Steps:
From the Shopify POS app, tapAdd customer.
TapAdd new customer..
Enter the customer's details. You need to enter at least a first name for the customer.
Optional: To save the customer's details without adding the customer to the cart, disableAdd customer to cart.
TapSave.