In this article, you will learn how to:
- Add a Customer to an Order
- View Customer Information
Introduction:
Access customer orders or personal information before or during a transaction. Assign customers to transactions for a seamless and efficient process.
1) Add Customer:
- Add a customer to the transaction. Click the Customer Info button, which can be done either before or after adding items to the cart.
- A modal will open, allowing you to create a new customer or search for an existing one.
New Customer:
- Enter the customer's details, such as Name, Phone and Email address and press the Add customer button.
Existing Customer:
- Clicking the Existing Customer tab and search for the customer using their email address or name. Press the Add customer button to assign the transaction to the customer.
- Tip: You can click View Info to see the customer’s details, including personal information, notes, holds, and any ticket/account credits that can be applied to the purchase.
Proceeding Without a Customer:
- If you proceed to the next screen without assigning a customer to the purchase, you'll be prompted to add one before completing the transaction on the checkout screen.
2) Viewing Customer Profile:
Click View Info under the customer details to display the customer's information.
Customer Information
Customer Profile Page: Once on the Customer profile page, you will be able to:
- Customer Info: Edit the customer information.
- Transactions: View customer transaction history with the venue.
- Customer Notes: Create and view any customer notes.
- Holds: View, edit, and process any holds for that customer.
- Ticket Credits: Apply Ticket credits to a transaction.
- Account Credits: Apply Account credits.
By following these steps, you can effectively manage customer orders and information. For further assistance, please contact our support team.