To sign up a New Customer, you will need to input the following information into the SIGN UP CUSTOMER section on the CUSTOMERS tab:
First Name
Last Name
Email Address
Phone Number
Date of Birth (Optional)
If the customer wishes to receive marketing communications, please check the “I want to receive new offers & discounts” box. Next, you will need to confirm with the customer if they prefer to receive notifications via SMS or email, and check mark the option accordingly and once confirmed and signed up, the customer will receive communication to verify their account; through the communication method that they specified. Please note that SMS notifications will require a valid mobile number, and email notifications will require an email address.
If there is a membership program, the customer needs to become verified before they start to earn points. If you sign up with an email they will receive an email, if you sign up with a phone number they will receive a text message. You are able to manually verify a phone number after creating the account.
Press the "Verify user phone Manually" to verify the user without them needing to receive the text or "Send Verification" to resend the email for verification.