You can customize what information appears on customer cards at each stage of the order workflow to prioritize relevant information.

Things to know

  • Customer card settings are location-specific.

Customize customer cards

  1. Go to Registers > Configure.
  2. Select Cards.
  3. Select one of your Guestlist statuses from the drop-down, then check the boxes for each piece of information you want to see on customer cards in that status.
  4. Check the Card preview to confirm your selections, then click Save.
  5. Repeat for each of your other Guestlist statuses.

Additional reading