Edit a customer’s details

✓ PASSING

Find a customer in the directory, open their record, change their details, and check the change was saved.

  1. 1

    Open the POS in your browser. The sign-in page appears.

    Step 1
  2. 2

    Sign in, choose the "Counter POS" workspace, then open "Customers" in the sidebar.

    Every customer in the store is listed here as a card.

    Step 2
  3. 3

    Search for the customer by name or phone number, then click their card.

    Their record opens: contact details, store credit, and tabs for Orders, Credits and Consent. "Edit customer" is at the bottom.

    Step 3
  4. 4

    Click "Edit customer", change what you need — here, the email address — and click "Save changes".

    The form holds the customer's name, phone, email and addresses, plus the consent checkboxes required for texting or calling them. Saving returns you to their record.

    Step 4
  5. 5

    Reopen the customer and click "Edit customer" again — the new details are there.

    The record itself does not display the email, so the edit form is where you confirm it. This screenshot was taken after a full page reload, so what it shows is the saved record, not an unsaved form.

    Step 5

Last verified: 8/20/2026, 11:05:45 AM · https://pos-staging.ci.quickdrycleaning.com