Los registros de clientes agilizan la recepción de reparaciones, desbloquean el filtrado de informes y le permiten recopilar reseñas de Google automáticamente. Agregar un cliente lleva menos de 30 segundos.
- 1
Open Customers
From the sidebar, click Customers.
- 2
Click Add Customer
The Add Customer modal opens. Fill in the customer's first name, last name, phone, and (optionally) email.
- 3
Save
Click Save. The customer is now searchable everywhere — POS, Repairs intake, Payment Links.
- 4
Add a customer at checkout instead
You can also add a customer inline during the payment flow. Tap into the customer search on the payment modal and choose Create New — the same form opens there.
Pro tips
- Phone is more useful than email for repair shops — it's what drives the status SMS. Email is more useful for retail — it drives receipts and loyalty messaging.
- You can filter the customer list by Amount Spent, Order Count, Last Purchase Date, and Tags to find your most valuable customers.
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