Adding a customer profile to the cart

Adding a customer profile to the cart in Shopify POS helps you keep track of customer purchases, apply customer-specific discounts, and send order updates. You can either add an existing customer profile or create a new one directly from the cart to personalize your customer's shopping experience and build lasting relationships.

Add a customer profile to the cart

You can add an existing customer profile to the cart.

Steps:

1. From Shopify POS cart, tap Add customer.
2. In the search bar, enter the customer's name or email and then tap their name in the search results.

You can delete a customer's details from the order by tapping Remove customer.

Add or create a customer profile for each sale manually

If you're on the Shopify POS Pro subscription, and you set your customer details settings to Recommended or Required, then your staff is prompted to add missing customer information during checkout.

You can add a new customer profile or create a new one.

Steps:

1. From Shopify POS cart, tap Checkout.
2. In the Add missing cart information view, tap Add customer.
3. Add an existing customer or create a new customer:
   • To add an existing customer, enter the customer's name or email in the search bar, and then tap the customer's name in the search results.
   • To create a new customer, enter the customer's contact information.
4. Tap Add customer.