> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitpayapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Learn how to manage customers in your POS system

## Overview

Managing customers effectively is crucial for building lasting relationships with your business. HitPay POS provides comprehensive customer management features that allow you to add, view, search, edit, and manage customer information seamlessly. Customer data is automatically captured during checkout when customers provide their email addresses, making it easy to build and maintain your customer database.

## Adding a Customer

You can add customers to your HitPay account in two ways: manually or automatically during checkout.

### Manual Addition

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Click the **+ Add Customer** button
    3. Enter the customer details:
       * Customer name
       * Email address
       * Phone number (optional)
       * Additional notes (optional)
    4. Click **Save** to add the customer
  </Tab>

  <Tab title="Mobile App">
    1. Navigate to the **More** tab in the HitPay app
    2. Click on **Customers**
    3. Tap the **+** button in the top right corner
    4. Enter the customer details:
       * Customer name
       * Email address
       * Phone number (optional)
       * Additional notes (optional)
    5. Click **Save** to add the customer
  </Tab>
</Tabs>

### Automatic Addition

Customers are automatically added to your customer list when they provide their email address during checkout. This happens when:

* A customer enters their email on the checkout page to receive a receipt
* A customer provides their email when completing a transaction

<Info>Automatic customer creation helps you build your customer database without manual data entry, making it easier to track customer purchase history and preferences.</Info>

## Viewing a Customer

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Browse the customer list or use the search function to find a specific customer
    3. Click on a customer's name to view their full profile

    The customer profile displays:

    * Customer name and contact information
    * Transaction history
  </Tab>

  <Tab title="Mobile App">
    1. Navigate to the **More** tab
    2. Click on **Customers**
    3. Browse the customer list or use the search function to find a specific customer
    4. Tap on a customer's name to view their full profile

    The customer profile displays:

    * Customer name and contact information
    * Transaction history
  </Tab>
</Tabs>

## Searching Customers

Finding customers quickly is essential for efficient operations.

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Use the search bar at the top of the customers list
    3. Enter the customer's name, email, or phone number
    4. The list will filter automatically as you type
  </Tab>

  <Tab title="Mobile App">
    1. Navigate to **More > Customers**
    2. Use the search bar at the top of the customers list
    3. Enter the customer's name, email, or phone number
    4. The list will filter automatically as you type
  </Tab>
</Tabs>

<Note>Search works across customer names, email addresses, and phone numbers, making it easy to find customers even with partial information.</Note>

## Adding Existing Customer to an Order

When processing a transaction, you can associate it with an existing customer.

<Tabs>
  <Tab title="Web Dashboard">
    1. Click on Point of Sale tab
    2. Create a Quick Sale or add products to your cart
    3. Click **Charge** or **Go to Cart** to proceed to checkout
    4. On the checkout page, click on the customer field or **Add Customer** button
    5. Search for and select the existing customer from the list
    6. Complete the transaction as usual
  </Tab>

  <Tab title="Mobile App">
    To add an existing customer to an order from the Mobile App:

    1. Create a Quick Sale or add products to your cart via Point of Sale
    2. Click **Charge** or **Go to Cart** to proceed to checkout
    3. On the checkout page, click on the customer field or **Add Customer** button
    4. Search for and select the existing customer from the list
    5. Complete the transaction as usual
  </Tab>
</Tabs>

<Info>Associating orders with customers helps you track purchase history and build better customer relationships. This information is valuable for understanding customer preferences and purchase patterns.</Info>

## Viewing a Customer's Transactions

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Select the customer you want to view
    3. Scroll to the **Transactions** section in the customer profile
    4. Click on any transaction to view detailed information

    The transaction history shows:

    * Transaction date and time
    * Order total
    * Payment method used
    * Products purchased
    * Transaction status
  </Tab>

  <Tab title="Mobile App">
    1. Navigate to **More > Customers**
    2. Select the customer you want to view
    3. Scroll to the **Transactions** section in the customer profile
    4. Tap on any transaction to view detailed information

    The transaction history shows:

    * Transaction date and time
    * Order total
    * Payment method used
    * Products purchased
    * Transaction status
  </Tab>
</Tabs>

<Note>You can also access customer transaction details from the main [Transactions](https://hitpay.mintlify.app/point_of_sale/transactions) page by filtering or searching for specific customers.</Note>

## Editing a Customer

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Find and select the customer you want to edit
    3. Click the **Edit** button
    4. Update the customer details:
       * Name
       * Email address
       * Phone number
       * Additional notes
    5. Click **Save** to apply the changes
  </Tab>

  <Tab title="Mobile App">
    1. Navigate to **More > Customers**
    2. Find and select the customer you want to edit
    3. Click the **Edit** button (usually located in the top right corner)
    4. Update the customer details:
       * Name
       * Email address
       * Phone number
       * Additional notes
    5. Click **Save** to apply the changes
  </Tab>
</Tabs>

<Info>Keeping customer information up to date ensures accurate records and helps maintain effective communication with your customers.</Info>

## Deleting Customers

You can delete customers individually or in bulk, depending on your needs.

### Deleting a Single Customer

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Find and select the customer you want to delete
    3. Click the **Delete** button
    4. Confirm the deletion when prompted
  </Tab>

  <Tab title="Mobile App">
    1. Navigate to **More > Customers**
    2. Find and select the customer you want to delete
    3. Click the **Delete** button or swipe left on the customer entry
    4. Confirm the deletion when prompted
  </Tab>
</Tabs>

### Deleting Customers in Bulk

<Tabs>
  <Tab title="Web Dashboard">
    1. Navigate to the **Customers** tab
    2. Use the checkboxes to select multiple customers
    3. Click the **Delete this customers** button
    4. Confirm the bulk deletion when prompted
  </Tab>

  <Tab title="Mobile App">
    <Note>Bulk deletion is only available from the Web Dashboard. Please use the Web Dashboard to delete multiple customers at once.</Note>
  </Tab>
</Tabs>

<Warning>Deleting a customer will remove their information from your customer list, but transaction records associated with that customer will remain in your transaction history for reporting purposes.</Warning>

## FAQs

<AccordionGroup>
  <Accordion title="How can I send email campaigns to my customers?">
    HitPay does not currently support email campaigns directly within the platform. However, you can export your customer list and use third-party email marketing tools to send campaigns. To export customer data, navigate to the web dashboard and use the export functionality available in the Customers section.
  </Accordion>

  <Accordion title="How can I migrate customers from another CRM system?">
    Currently, HitPay does not support bulk import of customers. To migrate customers from another CRM system, you will need to manually add each customer through the Web Dashboard or Mobile App. For large migrations or assistance with the process, contact HitPay support to discuss available options.
  </Accordion>

  <Accordion title="Can I merge duplicate customer records?">
    Currently, HitPay does not have an automatic merge feature for duplicate customers. If you have duplicate customer records, you should manually review and delete the duplicates, ensuring you keep the record with the most complete information. We recommend regularly reviewing your customer list to maintain data quality.
  </Accordion>

  <Accordion title="What information is required when adding a customer?">
    When adding a customer manually, only the customer name is required. However, we recommend adding an email address and phone number when available, as this information is useful for sending receipts, order updates, and maintaining customer communication.
  </Accordion>

  <Accordion title="Can customers be assigned to specific locations?">
    Customer information is shared across all locations in your HitPay account. When a customer makes a purchase at any location, their transaction history is updated in the central customer database, allowing you to view their complete purchase history regardless of which location they visited.
  </Accordion>

  <Accordion title="Can I export my customer list?">
    Yes, you can export your customer list from the Web Dashboard. Navigate to the **Customers** tab and use the export functionality to download your customer data. This exported data can be used with third-party tools for email marketing, analytics, or other business purposes.
  </Accordion>

  <Accordion title="What happens to customer data when I delete a customer?">
    When you delete a customer, their information is removed from your customer list. However, transaction records associated with that customer will remain in your transaction history for reporting and accounting purposes. This ensures your financial records remain intact even after customer deletion.
  </Accordion>
</AccordionGroup>