Add pets and notes to a customer

Steps

1. 1Set up custom fields once. Settings › Custom labels: name the customer fields you need, e.g. Pet 1 name, breed, food, allergies.
2. 2Open the customer. Contacts › Customers › edit.
3. 3Fill the pet details. Add each pet’s fields and any note.
4. 4Check at the register. Select the customer at the POS — the notes are shown.

Tips

• Keep allergy notes short and in capitals so they stand out.
• Ask for the pet’s birthday — it is a great reason to send an offer.

Questions

How long does it take to add pets and notes to a customer?

About 3 minutes for most stores. Record each pet’s species, breed, birthday, food and allergies so every shift sees them.

Can the onboarding team do this for me?

Yes. Send us a message from the contact page and we will do it with you, free on every plan.