Добавить клиента
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Add regular guests to the client base. So you will know their names, phones, dates of birth. Jowi also keep information about orders. Therefore, if the guest asks "as usually", you will not make mistake with the dishes.
There are two ways to add clients to the database:
- In the local module (on the terminal)
- Via the web panel
Attention! In some countries, you need a written permission to process client personal data.
Local Module
Access rights
To add clients in the local module, you need the rights to create and edit clients.
1. In the bottom menu, select "Clients".
2. In the list of clients, click "Add".
3. Enter client data:
- phone number and email;
- birthday, name and gender.
If the client is already in the database, he will automatically be attached to your restaurant.
4. Indicate whether the client can use the delivery and reserve tables.
If the action "Bonus Pyramid" is active in the establishment, in the line "Referral code" indicate the phone number of the client, on the recommendation of which he came.
5. Click on the table in the block of card. In the window that opens, enter the card number (written in the card) and the card code (kept on magnetic tape). Or just pass the across card reader – the data is automatically calculated. Indicate the percentage of discounts and accumulations.
6. Click on the line "Accumulations" to increase ("Add") or decrease ("Remove") the balance of the card. The client will be able to use these funds to pay for orders. Save the changes.
Attention! To work with a deposit, you need to connect the terminal to the internet.
7. Click "Add" to save the client card.
Now, when opening a bill, waiters will be able to add a client to the order.
Web Panel
Access rights
To add clients by using the web panel, you must have the right to "Write" in the "Clients" section.
1. On the "Clients" tab, select "Clients". Click "Add".
2. Enter client data:
- phone number and email;
- birthday, name and gender.
If the client is already in the database, he will automatically be attached to your restaurant.
3. Indicate the number and code of the discount card in the "Cards" block. Or just pass on a card reader - the data is automatically calculated.
4. Add the percentage of discount and accumulations.
5. Indicate the client’s address – it will be required for food delivery and will appear in the Jowi Club mobile application.
6. Add dates important for the client: the child’s birthday, the date of the first visit to the restaurant or a professional holiday.
Additional information can be specified by using the buttons "Add more card", "Add address" and "Add date".
7. Click "Create" to save the client card.
Now, when opening a bill, waiters will be able to add a client to the order.