Adding and editing a customer record

By the end of this article, a customer record exists and can be found from the register.

Add a customer

1. Open Settings and click the Customers card.
2. Under Add customer, fill in:
   • Name
   • Email (optional)
   • Phone (optional)
3. Click Add.

Edit a customer

Click Edit on their row, update the Name, Email or Phone, and click Save.

Finding them again

Once added, a customer can be searched by name, phone or email from the Customer field at the register. See Looking up a customer at checkout.