Customer Notes is an open field on a customer profile that can be used to record any miscellaneous information about your customers, such as:
- Frequent customers/regulars
- Difficult customers or customers who have been "86'd"
- Special customer needs or preferences, such as allergies or disabilities
- Any other communications about customers between the sales and reception staff
These notes can be edited at any time from either the register app or from Back Office. Any user with the permissions to update customers and patients can add and edit Notes. To increase accountability and foster effective communication among your staff, instruct them to add their initials and date when adding notes.
Add customer notes at the register
- To add or edit customer notes at the register, start a transaction and assign a customer.
- Tap View Customer. A pop-up window appears showing customer loyalty points, recent purchases, and Notes.
- Tap anywhere in the notes field and start typing your note.
- When you're finished, tap the X to return to the transaction screen.
Add customer notes in Back Office
When you enter Notes in the Register app, you can also view them in the Back Office, and vice versa.
- To access and edit notes from Back Office, go to the Customer List and search a customer name.
- Click the name to open the customer profile, then scroll down to the Notes section.
- Select Save when you are finished.
Unlike the register app, notes in Back Office are not automatically saved.