Managing customers

When using the BinderPOS Point of Sale, you will likely want to track customers by creating a customer profile. When customer profiles are created in BinderPOS, they are also created in Shopify and vice versa. This means that customer profiles are automatically created in BinderPOS when users submit new online orders, signup for a mailing list, or create an account on your storefront. You can also add customers manually in both BinderPOS and Shopify. This Shopify help article covers using customers in Shopify. This page will focus on the unique customer features of BinderPOS.

Add customers in the POS

In order to add new customers within the POS, follow the below steps:

From the BinderPOS Point of Sale, click the icon in the Select a customer bar.
Enter the customer's information into the Add new customer modal.
Click Save and add new customer.

Note: Either a phone number or an email address is required for the user to log in to Shopify

Add customers in the portal

In order to add new customers within the portal, follow the below steps:

From the BinderPOS portal, click on Customers in the navigation sidebar .
Inside the My Customers page, click Add customer.
Enter the customer's information into the applicable fields.
Click Save and add new customer'.

Note: Either a phone number or an email address is required for the user to log in to Shopify

Edit customers

If a customer profile has already been created, either in BinderPOS or Shopify, you can edit some basic details of that profile in BinderPOS. Below you will find these customizable sections:

First name
Last name
Email address
Phone number
Customer notes

In order to find and edit customer information, please follow these steps:

From the BinderPOS portal, click on Customers in the navigation sidebar.
Search for the customer you want to edit
Click on the Edit customer detailsicon.
Update any of the fields you want to edit.
Click Save and update customer.

BinderPOS