Keep customer records useful and handle points responsibly.
Open Sales → Customers to search or create a customer. Enter only the contact fields needed for service, check duplicates, then save. Choose the customer in POS before payment so the sale is linked to the right record. Customer Reports can then show purchase patterns and retention.
When Loyalty is active, configure earning/redemption rules in its plugin settings. Eligible completed sales accrue points. In POS, select the member before redeeming and review the points discount before paying. Redemption requires sufficient points and any configured minimum. Refund/void reverses the points from the original sale rather than applying today's earning rate. Manual point adjustment is recorded in the ledger, so always provide an accurate reason.
Storefront account registration is separate from a tenant staff account. A subscriber can sign in, view orders, and receive permitted store communications. In E-Commerce → Subscribers, inspect subscriber records and respect privacy settings. Do not treat an email subscription as permission for unrelated marketing.
Data minimization
A customer profile can contain personal information. Restrict staff access by role, export only when needed, and use Settings → Privacy for account controls.