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Customers

Table of Contents:

Creating and managing customer records in the Wayroo app not only speeds up your sales and fulfillment processes, but also enhances your ability to provide excellent customer service. By saving customer information such as addresses and emails, you ensure that you can efficiently manage orders, shipping, and invoicing. Additionally, the ability for customers to self-register via your online store further streamlines the process, saving you time and effort.

Adding Customers

Why Add Customers?

Creating customer records in the Wayroo app is highly recommended for several reasons:

  • Order History: Easily view past orders, which can help with reorders and customer service.
  • Faster Checkout: Speeds up the checkout and order fulfillment processes by pre-filling customer information.
  • Shipping: An address is required for shipping orders. Saving this info in advance will expedite the process.
  • Invoice Management: Beneficial for adding to an existing open order/invoice for a customer instead of creating separate ones. By searching for a customer when creating a new order, all their existing orders will be listed, making it easy to combine orders, edit and save.
  • Sending Invoices: An email is required for sending invoices or receipts. Having the customer saved in your app ensures that their contact information is readily available.

How to Add Customers

Step 1: Navigate to the Customers Section

From the main menu, select Customers.

Step 2: Add New Customer: Tap the plus sign ().

Step 3: Enter Customer Information:

  • Name (required)
  • Email (required for sending invoices/receipts)
  • Address (recommended for shipping orders, but not required initially.)
  • Phone Number
  • Notes: Add any specific notes about the customer. These notes are for your records only and will not be shown on the invoice or anywhere visible to your customer.

Step 4: Save Customer:

Tap ‘Save’ to add the customer to your database.

Guest Checkout

If you prefer not to add customers beforehand, you can still utilize guest checkout for in-person orders. This flexible checkout option allows you to process orders without pre-saved customer information.

Customer Registration

New customers have the ability to self-register in your Online Store. Customer information will be saved directly in your Wayroo app, making future transactions faster and more efficient, and saving you time on manually entering new customer information.

💡 Tips: 

  • Share your registration form! Use email, text, messenger, or pin it on your live stream.
  • Before you go Live: Encourage new customers to register in your Online Store to make their checkout process quick and easy!