Attaching Customers
Attaching a customer to an order links it to their profile — enabling loyalty points, order history tracking, and SMS notifications. This guide walks through searching, creating, and managing customer attachments at the register.
Before attaching customers, make sure you have:
- A device activated and an employee logged in — see POS Setup
- An active shift open for the current employee
1. Opening the Customer Dialog
In the register, the Attach Customer button sits at the top of the cart panel (right side). It appears as a dashed-border area with a person icon and the text "Attach Customer".
Tap it to open the customer dialog.
2. Searching for a Customer
When the dialog opens, it shows your most recent customers automatically. To find a specific customer:
- Type a name or phone number in the search field
- Results update as you type
- Each result shows the customer's name, phone number, and a points badge if they have loyalty points
If the search field is empty, the dialog shows your most recent customers — handy for regulars.
3. Viewing Customer Details
Tap a customer from the search results to see their detail card:
| Field | Description |
|---|---|
| Name | Customer's full name (with an edit button beside it) |
| Phone | Phone number, or "No phone number" if not set |
| Visits | Total number of orders for this customer |
| Points | Current loyalty points balance (highlighted in amber) |
| First Visit | Month and year of their first order |
From this screen you can:
- Tap Attach Customer to link them to the current order
- Tap the pencil icon next to the name to edit their details
- Tap the back arrow to return to search
4. Creating a New Customer
If the customer doesn't exist yet, tap Add New Customer at the bottom of the search results. If you had typed a name in the search field, it pre-fills the name for you.
Fill in:
- Name (required)
- Phone Number (optional)
Tap Create & Attach to save the new customer and attach them to the order in one step.
5. Editing a Customer
From the customer detail view, tap the pencil icon next to the customer's name. This opens the edit form where you can update:
- Name
- Phone Number
The customer's stats (visits, points, first visit) are shown below the form but are read-only.
Tap Save & Attach to save changes and attach the customer in one step. Tap Cancel to go back without saving.
6. Attached Customer Display
Once attached, the customer card replaces the "Attach Customer" button in the cart panel. It shows:
- Customer name and phone number
- Points badge (if they have loyalty points)
- An X button to detach the customer
Tap the customer card to reopen the dialog and switch to a different customer.
7. Detaching a Customer
To remove the attached customer, tap the X button on the right side of the customer card. The "Attach Customer" button reappears, and the order is no longer linked to any customer.
8. Why Attach Customers?
| Benefit | Description |
|---|---|
| Loyalty points | Customers earn points on every purchase and can redeem them for discounts |
| Order history | All orders linked to the customer appear in their profile on the Dashboard |
| SMS notifications | Order status updates sent to the customer's phone number |
| Required for drop-off | Orders with drop-off items require a customer to be attached |
Attaching a customer is optional for walk-in orders, but required if the order includes drop-off items (like Wash & Fold services where the customer picks up later).
What's Next?
- Register — Full guide to the POS register
- Split Payments — Pay with multiple payment methods
- Open Tickets — Manage saved and unpaid orders