Add Customer Information to a Tap to Pay Transaction
When using Pebl's Tap to Pay feature, customer information isn’t gathered automatically, as the process mirrors a standard EFTPOS tap transaction. However, Pebl makes it easy to manually add customer details afterward, enabling you to keep a complete record of each transaction.
Step-by-Step Instructions:
1. Process the Tap to Pay Transaction
- Begin by accepting a new transaction via Tap to Pay on your iPhone or Android device.
- Once the customer has tapped their card or device, wait for the transaction to process successfully.
2. Access the Order Information Page
- After the transaction is confirmed, you’ll be directed to the order information page.
- Scroll down to the bottom of this page until you see the Customer section.
3. Edit Customer Information
- Tap on the pencil icon next to the Customer section to add or edit customer details.
4. Select or Add Customer Information
You’ll have two options:
- Select an Existing Customer: If the customer’s details are already saved in Pebl, choose their name from the list.
- Create a New Customer: To add a new customer, enter their details such as name, email, and contact information.
5. Save the Customer Details
- After entering or selecting the customer information, save the details to attach them to the transaction record.
Additional Information:
- Sharing Receipts Without Customer Info: Even if you don’t gather customer details, you can still share the receipt via a link or the QR code presented on the transaction confirmation page.
- Why Add Customer Information? Adding customer details can help you manage records more effectively and makes it easier to track repeat customers or provide enhanced customer service.
By following these steps, you can ensure that each Tap to Pay transaction has all necessary customer information, supporting better record-keeping and customer relationship management.
