The Acadia CRM is a great way to engage with your customers, this is a basic overview of customer management. To learn more about some of the other great features that come with our CRM, see the additional features or advanced customer management.
Learn how to enable customer assignment in settings, how to add a customer and customer groups, as well as examples of assigning customers in both the Mobile POS app & Acadia POS app.
Steps
- Enable Customer Assignment from General Settings Learn how
- Add a new Customer Learn how
- Create a new customer group to organize customers based on specific criteria Learn how
- Assign a Customer to an order in your Acadia POS app Learn how or in your Mobile POS app Learn how
- After assigning a Customer in Acadia POS or Mobile POS app, proceed to checkout
- Ensure the customer is correctly assigned to the transaction.
- Review the items in the cart.
- Complete the payment process as you normally would.
- Confirm the transaction and provide a receipt to the customer.
