💎 To correctly use this functionality you will have to activate the Paid Gem Point of Sale, available at Holded Store , in addition to downloading the Holded POS app for tablets iOS or Android .
Registering a customer's data is useful to keep your database up to date and to send them their receipts by email.
Add a customer
You can create a customer record while making a sale or from the Sales History. In any case, the steps to follow do not change:
Click Add Customer
If you have previously created a contact, type their name in the search bar and select it
If you have not created it , click on the + (Create) icon
Choose if it is a private person or a company
Complete the sheet with all the details
Click on Done
Edit a customer file
Click Add Customer
Type the name into the search bar
Select it
Open the edit modal by clicking on the customer's name
Modifies the information
Confirm the action