To apply for this and other POS features, please contact our Online Merchant Success Team.
Merchants can assist first-time customers or guest customers to create customer information in the store, so that customers can query order-related information in the future. Moreover, merchants plan marketing campaigns to recall old customers.
*Note: This feature does not support POS app offline mode. Please make sure that the POS app is connected to the Internet before performing the following operations.
Step 1. Add customer
Go to the Checkout page and tap Add Customer and Create Customer. The staff can fill in customer information including name, phone number, birthday, gender, email, and delivery address. Phone number or email is required for creating a customer profile.
- Register by email: The customer will receive an email sent by the system to set up a password. The customer must complete the email verification within 24 hours. If the customer does not verify it within 24 hours, the customer has to set up the password through click "forgot password".
- Register by phone number: The customer will receive an SMS. They can use the link in the SMS to verify the mobile phone number and set up a password for their membership account.（Phone number format: (Country code) + phone number).
If the customer wants to sign up as a member, switch the toggle button ON for Sign up as member.
- Register by email: The customer will receive an email to set up a password. After setting up, customers can log in to the online store using email and the password, and check their order record, membership details and accumulated purchased amount.
- Register by phone number: The customer will receive a welcoming SMS with a link to set up a password. After the set up, customers can log in to the online store using their phone number and password, and check their order record, membership details and accumulated spent amount.
If the customer agrees to receive store updates and promotion, switch ON for the Agree to receive email updates and promotions toggle button. When merchants need to send marketing campaign messages in the future, this feature can filter out customers who are willing to receive promotional notifications.
Note: If the SMS feature is enabled, SHOPLINE will charge you a monthly fee for sending SMS. Merchants can go to SHOPLINE Admin > [Settings] > [Custom Notification] to enable/disable/edit SMS notification. Please refer to this FAQ article Custom Notification for details.
Step 2. Sign up existing member as member
If the customer has not signed up as a member, there will be a Sign up button next to the customer's information.
Tap on Sign up to resume to the toggle button for "Sign up as member". After switching ON the button, the system will send a set-up password email to the customer again.
The staff can also modify the customer's preference for receiving email updates and promotions.
When the "Sign up as member" switch is turned on and click OK, the customer's label will be changed to Basic.