Creating Customer Profiles

You can use the Customers screen to add, edit and remove customers from the database.

NOTE: Based on your PAYD account type, you may encounter a limit to the number of customer profiles that can be added to the customer database. Once the limit is reached, you will not be able to save additional customer profiles unless previously created profiles are removed from the database to create space for new ones.  For more information on increasing this limit, please call us at 1-855-423-PAYD (7293) to upgrade today.

NOTE: Fields highlighted in yellow are mandatory.

  1. At the bottom of the Sale screen, tap Customers.

The Customer Search screen appears.

  1. Tap the Add New Customer button (The blue customer icon with a plus symbol on a white button.) at the top of the right pane.  

The New Customer popup appears.

  1.  In the Details tab of the New Customer popup, fill out the fields following the guidelines below:

  1. Tap the Options tab at the top of the New Customer popup.

  2. Fill out the customer options as follows:

  1. (Optional) Tap the Images tab at the top of the New Customer popup. If you do not want to include a customer picture, proceed to step 8.

  2. Add a picture of the customer following the steps below:

    1. Tap Select in the middle of the Images tab.

A popup appears.

b.   Select the method by which you would like to add an image to the customer profile:

       To use an image that is already stored on the Apple iPad's internal memory:

  1. Tap Library.

  2. Browse the images stored on the Apple iPad, and tap the image once you locate it. Proceed to step 8.

       To take a picture of the customer:

  1. Tap Camera.

  2. Take the photo.

  3. Tap Use Photo to use the image. Proceed to step 8.
    OR
    Tap Retake to retake the image. Repeat step ii.

  1. Tap Done in the top right corner of the New Customer popup.

  2. Repeat steps 1 - 8 to add other customers as necessary.

 

Related Topics

Deleting Customers in the Mobile App

Editing Customer Details

Registering a New Customer (In-Store)