ℹ️ Customers forms part of Appointments, one of five Selling Modes designed to tailor your point of sale setup to the way your business works. Click here for more on Selling Modes and how they're connected to the Yoco Plans.
Great customer relationships start with having the right information at your fingertips. Your customer database keeps all your customer information in one place in the Yoco App (mobile or web) and powers two key features:
Yoco Invoices
So you can quickly send invoices to existing customers. Click here to find out more about creating and sending Yoco Invoices.
Appointments mode
So you can manage bookings and keep customer details in one place.
Creating a new customer profile
You can create a new customer profile from the Yoco App (mobile or web), a new invoice, or a booking/sale in Appointments mode. Wherever you choose to create your customer profile, it will automatically be saved into your customer database.
💡 Good to know: You must add either an email address or phone number (or both) to create a new customer. You can also add extra details like their physical address, company name and VAT number to build a more complete customer profile.
→ From the Yoco App
Go to the Manage tab.
Select the Customers tile/widget.
Select the + New customer button at the top right of the screen.
When the screen opens, enter your customer's details.
Select the Add customer button to save the information to your customer database.
The customer you've just created will now be visible in your customer database.
→ From a new invoice
Select the Sales tab.
Select the Invoices tile/widget.
Select the + New invoice button in the top right corner of your screen.
Select the Add customer tile.
Select the +New button.
Enter your customer's details.
Select the Add customer button to automatically save the customer you've created to your customer database.
→ From Appointments mode
There are two ways to create a customer profile from Appointments mode.
✨ Before you start, make sure that Appointments mode is enabled on your Counter/Yoco POS App. Go to More → Selling Modes. This ensures that the Customers tab is visible in your navigation.
Using the Customers tab
Open your Counter/Yoco POS App.
Tap the Customers tab in the side navigation.
Tap the + Customer button in the top right corner of the screen.
Enter your customer's details.
Tap the Add button to automatically save the customer you have created to your customer database.
Adding customer details to a booking or sale
Open your Counter/Yoco POS App.
Tap the Book tab in the navigation bar.
When the Calendar opens up, you'll see columns allocated to each staff member.
Start by selecting the date of the booking by scrolling through the date tab at the top of the screen.
Next, tap the correct time slot under the relevant staff member's column.
Tap the Add customer button on the New booking pop-up screen.
Tap the + Add button in the top right corner.
Enter your customer's details.
Tap the Add button to automatically save the customer you've created to your customer database.
Tap the Select button to add the new customer to the booking.
You'll now return to the New booking screen where you can complete your booking. Click here to find out more about creating and managing bookings in Appointments mode.
Editing a customer profile
Keep your customer information up to date by editing their details at any time. Whatever you need to change, it's quick and easy to do.
Go to the Manage tab.
Select the Customers tile/widget.
Select the customer whose profile you want to edit from your list of customers.
Select the pencil icon in the top right corner of the screen to edit any of the following information:
Customer name
Contact details (phone number and email)
Physical address
Company name
VAT number
Once you've made the changes, select the Save changes button.
Deleting a customer profile
Need to tidy up your customer list? You can delete a profile at any time to keep your records clean and up to date.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.