Creating a customer profile in the Shopify POS app

This page is for the Shopify POS app, not the Shopify admin.

If a customer hasn't purchased from you before, then you can create a customer profile for them, so that you can save their details for future transactions.

A customer profile can include the following information:

• First and last name
• Email
• Phone number
• Notes
• Shipping addresses
• Whether the customer wants to receive marketing information
• Whether the customer is tax exempt
• Customer Tags

You can also create customer metafields in the Custom data setting in your Shopify admin. Metafields include other specialized information about your customers that display on the customer details screen in the Shopify POS app such as their birthday and shoe size.

Manually create a customer profile in the Shopify POS app

You can manually create a customer profile in the Shopify POS app.

Steps:

1. From the Shopify POS app, tap Add customer.
2. Enter the customer's details. You can enter a first name, last name, email, or phone number to create a customer profile.
3. Activate or deactivate Marketing depending on whether or not the customer wants to accept marketing from your business.
4. Optional: To save the customer's details without adding the customer to the cart, turn off Add customer to cart.
5. Tap Add customer.

Customer-led profile creation in the Shopify POS app

If you have Shop Pay activated on your store, then you can use customer receipt selection to collect customer information, and create customer accounts in store with the Shopify POS app. During the checkout process, your customer chooses how they want to accept their receipt. If their information matches a Shop account, then their information displays in the checkout, and your customer can choose to accept their receipt in their Shop app, by email, by SMS, or to have it printed. If your customer accepts a digital receipt, then a customer account is created for your customer.

When a customer checks out for the first time with you, they're prompted to select whether they want to receive marketing communications from you before they accept their receipt. By default, this option is set the same way as your existing Email & SMS marketing settings.

Automatically created customer profiles in the Shopify POS app

When a customer pays with a credit card, the card network might return the cardholder's first and last name as part of the payment transaction. If this happens, then the Shopify POS app automatically creates a customer profile on the order using that information. No staff action is required.

This means a customer name can appear on an order even if staff didn't add one during checkout.

Automatically created profiles include only the name returned from the card transaction. To add more details, such as an email address or phone number, you can edit the customer profile directly from the order in the Shopify POS app or from your Shopify admin.