Capturing your customers' information on your Customer Facing Display (CFD) can provide a more convenient experience and help you maintain a more accurate customer database.

To capture your customers' information on your Customer Facing Display:

1. Ensure your CFD is connected to your computer or iPad.
2. In Retail POS, navigate to the Sales screen and add items to the sale.
3. Add the customer to the sale.
4. Click the CFD icon.

   

   This will send a message to the display facing your customer to update their information (first and last name, phone number, and email) on the screen or create a new customer account.

   On the CFD, there is a contactless option to scan a QR code, allowing the customer to enter their information through their smartphone if they prefer.

   

5. Once your customer has confirmed their information, ask them to tap Save.

   

   A quick search will be done in the system for duplicates. If a matching email or phone number is found, you'll be prompted to confirm the information with your customer.

The sale is now updated with accurate customer information. On the Sales screen, the CFD icon will be replaced with a checkmark. You can complete the transaction.