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Sky Customer Management
Sky Customer Management

Record keeping for your customer base.

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Written by Jonathan Turner
Updated over 3 months ago

Sky’s point of sale system allows merchants to save customer information, allowing for easier checkout of repeat customers and several other features that will be discussed in future tutorials. In this tutorial we will focus on setting up the customer’s contact information.

First step, simply press the customer icon in the bottom right of the screen. This can also be found under the menu by selecting ‘customer’. The Customer List tab will display all the customers that you have saved to your POS. To add a new customer simply click the ‘plus’ icon in the bottom right.

On the ‘Add New Customer’ tab you are presented with a screen to add the customer’s information. These fields are required, so you must enter First & Last name, Phone number, email address and postal address. The Postal address field pulls up Google Maps to ensure you are getting the full address.

After all the information is entered, click save. You will receive a pop-up stating the contact has been saved. Click ‘OK’ and you will be taken back to the ‘Customer List’ tab. Here you will see the contact has been added to your list.

If you need to delete a contact, it’s as simple as swiping left. Click the ‘delete’ button and a confirmation button will pop-up to ensure you want to delete the contact.

If you click on the customer, you’ll be taken to the customer information page. This is essentially your profile for this customer. Not only can you see customer contact information on this screen, but you can also add notes. This is a customer field so the note can be whatever you want. Also, this is where you can find all the transactions associated with this customer. From here, you can reprint receipts, show invoices, or even issue a refund.

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