Create a customer by hand at the counter

For when the customer cannot or does not want to fill it in on their phone. When you are done you send them their card.

Go to Customers and press New customer.

1. Pick which card to give them.

2. Enter their name and phone. Email and birthday are optional.

3. If they are coming from a paper card, you can enter how many stamps or points they already had. If they start from zero, leave it empty.

4. Press Create customer.

About the promotions checkbox: tick it only if you asked them and they said yes. Ticking it on their behalf is not consent. If you did not ask, leave it unticked.

When you finish, their card is ready to hand over: you can send it over WhatsApp with one tap, or copy the link.

If that phone was already on your list, it is not duplicated: their details are updated and the new card is added. The phone number is what identifies a customer.