How to Create a New Customer in the Flawless Checkout App

Creating a new customer directly from the Point of Sale module in the Flawless Checkout App, allows you to keep customer information organized and easily accessible for future purchases. This ensures faster checkout, better communication and improved tracking of customers' preferences.

You may refer to this video for a step-by-step guide on creating a new customer:

Step 1: Start a new sale

1. Begin by starting a new sale in the checkout app.
2. Select the salesperson handling the transaction.

Step 2: Access the customers list

1. From the customer list, you can either choose an existing customer or create a new one.
2. To create a new customer, click the New Customer blue button at the bottom right corner.

Please note that in order to add a customer - you can click on "Anonymous customer" which is visible on the right hand side of the screen:

Step 3: Enter customer details

1. In the window that appears, enter the following information:

• First name

• Last name

• Email address

2. You can also include additional details such as:

• Phone number

• Preferences

• Birthday or anniversary

• Notes

3. After creating the customer, a confirmation text will be sent to them to confirm consent.

Benefits of creating a customer profile:

 Creating customer profiles allows you to capture valuable information for future use.

• Speeds up the checkout process for returning customers

• Enables better communication through marketing and outreach

• Stores preferences for personalized service

The next time you start a sale and select that customer, their details will already appear in the customer list, ready for use.

Troubleshooting

If you encounter any issues creating a new customer in the checkout app, please contact Flawless POS support for assistance.