New Customer – Using Email
You can create new customers using the customer’s email address. To create a new customer using email follow the below steps.
- On the Home page tap on New customer.
- Tap on Using Email menu item.
- Input the customer’s name and email address. Remember this email address has to be unique. By unique, we mean it should not be used by another customer.
- Tap on Save to create New customer.
After the new customer is created you will see the customer’s information screen. Here, you can insert additional information if you have them otherwise you can skip this screen.
Once customer record is created, we would recommend to share link to reward cards, so they can download it. This is help to keep reward process transparent and easy for you and your customer.