All Categories ​>​ ​POS ​ > ​ ​Customers

Customers

Creating an Employee Customer Profile

An employee customer profile cannot be created from the POS. If you are trying to create or change the customer type of a profile to employee, this must be done from the POSaBIT web portal. Some impo…

Updated 1 month ago

Linking Customers to Customer Tags

Once you have created a customer tag, you have multiple options to add the new tag to specific customers. You can add customers directly from the POS or use the POSaBIT web portal. If you have not cr…

Updated 1 month ago

Customer Profile & Acknowledgments Overview

With POSaBIT customer profiles, easily customize the customer loyalty sign-up process, and define the important customer data you'd like to capture! From the backend portal, the Customer Acknowledgme…

Updated 1 month ago

What if a Customer does NOT want to Create a Customer Profile?

If a customer does not want to give you their information to create a customer profile, no sweat! The POSaBIT POS has the option to check customers out as guests , without saving any of the customer'…

Updated 1 month ago

Enabling Customer Queue

POSaBIT's customer queue feature helps your store easily manage customer check-in. Set up a check-in station to sign customers in at the front counter, or check customers in directly from the registe…

Updated 1 month ago

Adding a Customer to the Queue from the POS

POSaBIT's customer queue feature helps your store easily manage customer check-in. Set up a check-in station to sign customers in at the front counter, or check customers in directly from the registe…

Updated 1 month ago

How to Setup Customer Referral Sources

With POSaBIT customer profiles, you can track where your customers are coming from using Referral Sources. These referral sources are completely customizable allowing you to track how successful diff…

Updated 1 month ago

Adding Notes and Adjusting Waiting Order on Queue

A customer queue is a powerful way to help maintain an organized line when your store becomes busy. Click on this link to learn how to add a customer to the queue, Adding a Customer to the Queue from…

Updated 1 month ago

Creating Customer Tags

Customer tags are the perfect way to organize your different customer groups. Building customer groups allows for easier filtering, targeted discounts, and custom data metrics. Customer tags are comp…

Updated 1 month ago

Creating a New Customer Loyalty Profile

POSaBIT offers custom profiles for each of your loyal customers. With just the scan of the customer's ID, the point of sale pulls up the customer’s favorite types of products, displays their purchase…

Updated 1 month ago

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)