Adding a customer and finding them again

Sara comes in most Thursdays. Tonight she mentions a peanut allergy and that she prefers the booth by the window. You want that remembered — and you want her to appear the moment a waiter types “Sar”.

1. 1Open CRM › Customers and press Add customer.
2. 2Fill in Name and Phone. Phone is what makes her findable at the till, so don’t skip it.
3. 3In Allergies & dietary type Peanut allergy. In Notes type prefers the window booth. Separate several entries with a semicolon.
4. 4Press Add. You’ll see Customer added.

1. 1On an open check, tap Add customer in the top bar.
2. 2Search by name or phone. If she’s not there, quick-create her right in that dialog — a name and phone is enough; you can fill in the rest later.
3. 3The check now carries her. From here on, her spend counts toward points and her badges show on every check she’s on.

• On the POS, a red allergy badge on any check with Sara on it — before the waiter reads the notes.
• On the Customers list, her visits, last visit and total spent filling in on their own after each settled check.
• Typing Sar in the customers search, or her phone number, brings her straight up.