Checking In a Customer
If you've created your customer's profiles and they're ready to make a purchase, you'll need to check them in first. This process is called Intake or Check-in, and it adds the customer to the Queue to help build their order.
- In the POS app, navigate to Intake > Search Customers.
- Use the fields at the top to search for the customer. You can search by name, email, phone number, date of birth, or state registry ID.
- If you can't locate your customer, you may need to create a customer profile for them.
- When you locate your customer, click the Add to Queue button.
Your customer is now listed under Queue > In-Store > Checked In. You can click Start Sale to begin building their cart.