Learn how to enable sub-account features and manage customer details within your Acadia POS management portal. This guide provides a walkthrough for setting up new sub-accounts. A sub account can not be the parent of another sub account. If the feature is disabled, assignment stays on the customer profile selected or scanned.
1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant and click Settings in the sidebar menu.
2. Click “General settings”
3. Press Ctrl + F (Windows) or ⌘ + F (Mac) and search “Sub Accounts”. Select the “Enabled” option.
4. Click “Save”
When sub accounts are enabled, it let several customer profiles use one main account for order assignment while keeping their own names and contact details.
5. To open the main customer’s profile, click on tab “Customers”.
6. For example, To add sub account to John’s main account, click the edit customer icon for John.
7. Click “Add Sub-account”
8. Enter the new person’s details and click “Save”.
For example, Add Jennifer’s details
9. Similarly, to add sub account to the main customer account in AcadiaPOS app.
Click on the Assign tab in the cart. Then click on the edit button of main customer’s profile. For example, to add sub account to John’s. Click on the edit of John
10. Click “Add Sub-account”
11. Here we add Billy’s detail to create the sub account. Click “Save Sub-account”
Deleting a sub-account from the list permanently deletes that customer profile; it does not merely unlink it. Deleting the main customer also deletes its sub-accounts.
