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Add a customer

Save a customer's name and phone number, so you can find them and their bills later.

Who can do this: Owner and Manager

Most customers join your list at the till. When the cashier adds a new phone number to a bill, Orio360 saves the customer. You can also add a customer yourself in the admin app.

Add the customer

  1. Go to Customers.
  2. Press + Add Customer.
  3. Under Customer Type, choose Individual for one person.
  4. Type the First Name and the Last Name.
  5. Type the Phone number.
  6. Type the Email, if the customer gives you one.
  7. Press Create Customer.
The Add Customer form, with a name, a phone number and an email typed in
The Add Customer form, with a name, a phone number and an email typed in
The end of the form, with the Create Customer button
The end of the form, with the Create Customer button

Orio360 saves the customer and opens their profile.

Good to know

  • You must fill in the first name and the phone number. Everything else is up to you.
  • One phone number belongs to one customer. If the number is already saved, the form says Phone number already registered. Search for that customer instead.
  • Add a birthday in Date of Birth, and a special day in Anniversary.
  • Use Tags to group customers your own way, like "regular". Type a tag and press Add. A customer can have up to 10 tags.
  • Write a note for your staff under Notes. The customer never sees it.

To change a customer later, open their profile and press Edit Profile.

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