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Customers

Managing customer information in Wayroo not only simplifies your day-to-day operations—it also helps you deliver better service and more efficient order processing. From faster checkouts to loyalty tracking, having detailed customer records gives you the tools you need to grow and manage your business with confidence.

In this Article

Why Add Customers

Adding customers to your Wayroo app unlocks a variety of time-saving benefits and features:

  • Order History – View past orders to assist with reorders and customer service.
  • Faster Checkout – Saved customer info auto-fills during checkout and shipping.
  • Shipping – Quickly access stored addresses to simplify fulfillment.
  • Invoice Management – When creating an order, you’ll see any existing open or invoiced orders for that customer, allowing you to add to them or consolidate.
  • Receipts & Invoices – An email is required to send receipts and invoices. Saving customers in advance makes this process seamless.

How to Add Customers

In the Mobile App:

  1. From the main menu, tap Customers.
  2. Tap the plus sign (+) to add a new customer.
  3. Enter the customer’s details:
    1. Name (required)
    2. Email (required for invoices/receipts)
    3. Address (recommended for shipping, but not required)
    4. Phone number (optional)
    5. Notes (internal only—not shown to the customer)
  4. Tap Save.

In the Online Portal:

  1. From the main menu, click Customers.
  2. Click Add Customer.
  3. Enter the customer details and click Save.

Importing Customers

If you’re migrating from another system, importing your customer list can save valuable time.

To Import a Customer List:

  1. From the main menu in your Online Portal, go to Customers.
  2. Click Import Customers.
    • Before uploading your file, select an option from the External Customers Source  dropdown. This selection tells Wayroo how to interpret your CSV file by defining which  columns and data structure to expect. 
    • Different systems export customer data in different formats, so choosing the correct  source ensures your data maps correctly during import. 

Note: If the wrong source is selected, some fields may not import correctly, data may appear in the wrong places, or the import may fail altogether. Taking a moment to confirm the correct source helps ensure a smooth and accurate import. 

3. Upload your CSV file to import your full customer list into Wayroo.

    Guest Checkout

    Prefer not to add customers in advance? No problem.

    Wayroo supports Guest Checkout for in-person orders, so you can process orders without saving customer details. This option is perfect for quick sales or first-time buyers.

    Customer Registration

    Your Online Store includes a built-in Customer Registration Form in the main navigation, allowing new customers to create accounts on their own. Once registered, their information is automatically saved in your app—making future orders even faster.

    💡Tip: Share your registration link via email, text, Messenger, or even pin it during your live sales to encourage sign-ups before checkout!

    Customer Rewards

    Wayroo supports customizable loyalty programs to reward your repeat shoppers.

    Once enabled, you’ll see a ‘Rewards Available’ banner when creating orders for customers who have rewards to redeem.

    • Customers will see their earned points and available rewards on receipts.
    • A link to view their virtual rewards card is also included on each receipt.
    • You can view and edit each customer’s rewards history directly from their profile in the app or Online Portal.

    To Enable Customer Rewards:

    1. From the main menu in the mobile app, go to Settings.
    2. Under Store Settings, tap Customer Rewards.
    3. Toggle on Enable Customer Rewards and tap Save.

    Free Shipping by Customer

    Want to offer free shipping to select customers? You can enable this on a per-customer basis.

    When enabled, any new order you create for that customer will default to FREE shipping (you can still edit it manually if needed).

    Note: This does NOT apply to customer shopping carts—only orders/invoices that you create in your app or Online Portal.

    To Enable Free Shipping:

    From the app OR the Online Portal

    1. Go to Customers from the main menu in the mobile app or Online Portal.
    2. Select the customer.
    3. Toggle on Free Shipping.

    Customer Labels

    You can print barcode labels for any saved customer directly from the Online Portal. 

    When scanned with a barcode scanner, the label instantly locates the customer in your system — making checkout fast and organized. 

    Printer Compatibility 

    Wayroo is compatible with both Dymo and Rollo label printers for customer barcode labels. 

    • Dymo: 
      Best for smaller-scale printing and direct USB connection. Commonly used with Dymo LabelWriter printers.  
    • Rollo: 
      Ideal for higher-volume printing. Supports both USB and wireless models and is known for faster print speeds and flexibility. 

    💡 Tip: For best results, use a standard barcode label size like 2.25″ x 1.25″ and ensure your printer settings match your label dimensions before printing. 

    To Print a Customer Label:

    1. In the Online Portal, go to Customers.
    2. Select a customer.
    3. Click Print Label.

    💡Tip: If you’re creating batch orders, customer labels can speed up the process. Learn more about Batch Orders →