Customer Profile Attributes

The Customer Profile lets you customize attributes for your customers that are specific to your store. You can create these attributes and assign them to each customer to keep track of their preferences. 

For example, a makeup company may want to track attributes called skin type, while a wine shop may want to track attributes called red wines. Attribute fields and their available options are displayed on the customer record on the POS.



To create customer attributes in the Back Office:

1. Navigate to Settings > Company Information.
    
2. Click on Customer Profile Setup.
    
3. Click on +Add Attribute. 
    
4. Enter attribute name and options for the attribute.

   
   

    

• The Attribute Name field name can be alphanumeric up to 30 characters.
• The Attribute Name field must be unique across all attributes.
• The Attribute Group field is an optional field that can be used to group Attributes together. For example, you might create an attribute called “Red” and one called “White” and add them both to an Attribute Group called “Wines”. 

1. Open the Slide-Out Menu and tap Customers.
    
2. Enter all or part of the customer's Name in the Search bar.
    
3. Scroll through the list of matching results and tap the customer you're looking for.
    
4. Select the Profile tab on the right-side panel.

   
   

    

5. View/select customer preferences.
    
6. Tap the Save button.

1. From the Ticket screen, tap the Customer button. 
    
2. Enter all or part of the customer's Name in the Search bar.
    
3. Scroll through the list of matching results and tap the customer you're looking for.
    
4. Select the Profile tab on the right-side panel.
    
5. View/select customer preferences.
    
6. Tap the Save button.

1. Log in to the Back Office.
    
2. Select the RESULTS tab.
    
3. Select Customers under the List section.
    
4. Select your desired format.

   
   

    

5. Click Export.