How to Update Customer Information

Keep details current so receipts, texts and records reach the right person.

Before you start

Open Customers, search or scroll, then tap View Details or their name.

Tap Edit at the top right, which is the pencil button on a phone. You can also tap Edit on the Contact card of the Overview tab.

Change any detail and tap Save. You go back to the customer's page.

The change shows on the customer page, the lists and the register's search at once, and on other devices with live sync.

Past orders and bookings keep the details they were given. Only new ones use the updated details.
Email must be unique. Keeping their own email is fine. Another customer's is refused.
Turning Address off removes the saved address. A field you leave empty is saved empty.
Edit shows only to people who may change customers.

Add-on or plan	What changes on this page
Plan customer limit	Basic 200, free trial 2,000, Starter 1,000, Lite 5,000, Standard 5,000, Premium no limit. When the list is full, adding one on purpose is refused, though a sale still goes through without saving its customer.
Loyalty add-on	Adds enrolment, points, tiers and the Loyalty tab. Without it customers still work as a plain list.
Events (Starter and up)	The Bookings tab and Book appointment.
NFC add-on	Customer cards. See Customer Cards.
Live sync (Lite and up)	Other devices see the change at once. On lower plans they pick it up the next time they refresh.