Customer Record

The most common time to create a customer record is when completing a sale. After selecting Complete Sale in POS, Pointa can prompt you to create a customer record for the client.

Whether this prompt appears is controlled in Settings > Sales. Under the Sales heading, choose one of the following options:

• Ask – Prompt you each time to create a customer record.

• Always – Automatically open the customer record window after every completed sale.

• Never – Do not prompt or automatically open the customer record window.

You can also create customer records manually at any time.

Create a Customer Record Manually

Go to Customers > Search Customer > Records > New Record.

Customer records are dated notes stored against a customer's profile. They can be used for consultation notes, colour formulas, preferences, service history, or any other information that staff may need to refer back to.

Each customer record displays:

• Date and time

• Author (staff member)

• Notes

• Linked booking or sale, where applicable

Customer records can also be linked to sales or bookings. For example, a customer record created during a sale may include a link back to the associated receipt.