Add Customer Information from Touch POS

After the customer purchases the Club, you will need to enter the customer’s information to complete the club setup.

  1. On the Touch POS menu, you need to be in an open shift to view the Touch POS Sales screen.
  2. Below the on-screen receipt, select the Search Customer button.
  3. Click the Add button.

Required: Type in customer’s First Name and Last Name. All other Customer Information is optional.

-or-

In the Search box, and type a customer name.

  1. Click to select a customer. 
  2. Click the Edit Customer button.

The Customer History box appears and you can view the customer's history.

  1. Click the View Vehicle button.
  1. Click to select the Vehicle Information button.
  2. Double-click to select a vehicle.

-or-

Select the vehicle, and press the Edit Vehicle button.

You can view the Vehicle History.

  1. Click the Add Vehicle button.
  2. Click Done button.
  3. Click the Cancel button.

 

  

Was this content helpful?