How to Sign Up a Customer in Loyverse POS

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Loyverse POS app provides you with the possibility of connecting sale records with customers. It allows you to send receipts to customers via email. If you have already set up the loyalty program, you can give bonus points to registered customers for every purchase, to be redeemed for discounts.

When making sales in the Loyverse POS app (Android, iOS), you can sign up a new customer.

Click the ‘Add client’ icon at the top right-hand corner of the sale screen.

‘Add client’ icon

In the pop-up window, you can select the existing customer or add a new one by clicking on ‘Add new customer’.

Select existing or add new customer

If you add a new customer, fill in the ‘Create customer’ form. You must fill in at least one of the fields: Name, Email, or Phone to identify a customer, and other fields are optional. Tap ‘Save’. 

Tap ‘Save’.

‘Create customer’ form

Check the information about your customer and tap ‘Add to ticket’ at the top-right hand corner.

tap ‘Add to ticket’

After the customer is signed up, proceed with your sales as usual.

Then in the window after choosing the payment type, you will see a customer’s email. Tap ‘Send receipt’ button to send the receipt to the customer via email.

‘Send receipt’ button

Tap the ‘New sale’ button to return to the sale screen.

 

See also:

How to Set Up a Customer Loyalty Program

Customer Identification by Phone Number

How to Work with Customer Base in the Back office

How to Add the Customer to the Receipt by Scanning a Barcode