Overview
Otter POS gives you the ability to retrieve customer details by searching for Guest Profiles using the customer's phone number.
This functionality significantly expedites the process of populating customer delivery information and makes placing an order much smoother.
Guest Profile Details
Click on the sections below to learn more about Guest Profile details.
Search customer
When you're creating a delivery order, you can search using the guest's phone number.
Result list
If guest profile results appear, you have the options to:
- Select the guest profile to view the delivery details
- Create a new address for the customer
If no results appear, you can create a new address (guest profile) for the phone number:
Create address
By clicking the [Create a new address] button, an address creation window will appear for you to fill in the customer profile details. The phone number entered into the search will be pre-populated.
Delivery details
After clicking one of the guest profiles in the result list, you will see the Order Details page.
You have the ability to:
- Select the [Pencil icon] to edit the selected address
- Leave [Delivery Instructions] for the guest profile
- Click [Change address] to go back to the result list
- Click [Add to ticket] to attach the guest profile for the order
Edit address
The customer details will appear after clicking the [Pencil icon] button. This page is very similar to the address creation modal, besides the phone number, all other available information will also be pre-populated.
You can scroll down and update the street address field for the Guest Profile and select [Done] to save.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
Send us an email at otterpossupport@tryotter.com. |
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