Franpos collects and manages customer information for you. It allows you to view and edit contact information, purchase history, and keep notes on each customer.
In this training, you will learn how to view customer information.
- On your first day, you might notice you can only see some of your customers. In order for you to view other customers that were in your old POS, you will need to pull them using their name or phone number.
- In the app screen, you will notice a button on the left of your screen called ‘Customers.’
- Click the ‘+’ button on the top right-hand side.
A ‘New Customer’ window will appear. Please fill out the fields (First Name, Last Name and one of the following three: email, work phone or cell phone are mandatory. All other fields are optional. Tap ‘Done’ when you are finished.