Go to More > Settings > Store Settings > Workflow > Customers to set up what information you collect and how you organize your customer base.
Information
Required Information When Creating Customer: Select from Phone Number, Address, Email, and Marketing Opt-in.
Optional Information When Creating Customer: Select from Customer Source, Birthday, Gender, and Tax ID.
Customer Groups
Segmenting customers into groups helps with reporting, order management, and targeted marketing. View, manage, and add customer groups here. Select Add Customer Group to set:
Name: A label for the group.
Type: Choose Manually Assign Customers to select customers individually, or Revenue Rule to segment customers automatically based on spending (for example, customers who have spent over $1,000).
Color: Choose a color to visually identify the group.
Highlight in POS: Toggle on to show a color-coded badge for this group on the New Order page and in the CRM.
Example: A VIP group might use a black badge, making those customers easy to spot at a glance.
Tip: Customer groups are also useful for testing SMS campaigns. Create a small test group, such as staff or internal contacts, and send a campaign to them first before launching to your full list. This is especially useful when using emojis, longer messages, or new wording, since it helps catch delivery issues before they reach customers.
Customer Sources
Select Add Customer Source to track how customers found your business, for example:
Google Search
Google Maps
Yelp
Facebook
Friend or Family
Other
Once enabled, you can add or update a customer's source at any time from their CRM profile, even if it wasn't captured when they signed up.
