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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.

In This Video You Will Learn:

  • How to create a customer on the POS

Learning Check Question:

Can you successfully create a customer on the POS?

Check out our other tutorials

Taxes Setup Wizard

Our Tax Wizard will help you with first time tax setup.

Product Setup Wizard

The Products Setup Wizard is a great tool designed to help you easily build out the products of your business.

Point of Sale Processes

Credit vs Credit Manual vs Credit Plus

Don't let a minor hang up slow down your business. Learn about Credit, Credit Manual and Credit Plus, payment options enabling you to complete transactions.

Employee Management

Introductions to Your Management Console

Welcome to your Management Console! Check out this introduction, and then continue on for more in-depth information on specific topics.