How to Search for a Customer in the POS

Greg Barra

August 11, 2021 18:23

This guide will show how to search for a customer using the Point-of-Sale Application.

Note: Certain transaction types require a client association, such as those using a stored credit card, money on account, or equipment rentals.

Customer Search

The Client Search field is located on the right side of the Point of Sale.

Note: New Clients can be added using the tab on the left.

1. Enter a Client's Name or Member ID

2 Click on the client's name from the drop-down list. Once the client is selected, the client will be added to the current Point-of-Sale transaction.