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CRM

Adding New Customers

Customer experience made easy. Learn how to add individual customers in your Management Console.

CRM

Adding Customer via Spreadsheet

Customer experience made easy. Learn how to add customers to your Customer Relationship Manager in bulk upload via spreadsheet.

CRM

Adding Customers to Orders

Easily track your customers' favorite by adding customers to orders. This is a great tool if you have a loyalty program, or simply track customer purchases.

CRM

Creating Customer Groups

Create customer groups to make it simple to offer Discounts, exempt from taxes and more. This video teaches you how to make it easy to reward your loyal customers.

CRM

Gift Cards on the POS

Gift Cards! They're good for business! Learn how to sell, create, and redeem gift cards from the POS.

CRM

Managing Your CRM on the POS for Table Service

Each customer matters. Learn how to manage your Customer Relationship Manager from your POS. Create and edit customer profiles directly on your POS.

CRM

Managing Your CRM on the POS

Each customer matters. Learn how to manage your Customer Relationship Manager from your POS. Create and edit customer profiles directly on your POS.