Frequently Asked Questions
Q: How is customer data stored?
A: Customer details can be stored directly in VanillaPOS or integrated with an external CRM.
Q: Can I run a loyalty or rewards program?
A: Yes. Loyalty features can be enabled natively or through integrations.
Q: How can I use customer data?
A: Data can support upselling, targeted marketing, and customer service initiatives.
Step-by-Step: Customer Setup
Enable Customer Profiles in the dashboard.
Choose storage method: in-POS or external CRM.
Add fields for customer info (name, email, phone).
Enable loyalty/rewards if applicable.
Configure customer lookup options (search by phone, email, ID).
Test adding and retrieving customer records.