The New Customer Layout screen determines which fields should visible when creating a new customer from the Appointment Book or Point of Sale. All extra fields are still visible from the customer profile in the Customers menu.
Configure Details
- Here you can choose if a new customer must have at least one name and contact method entered.
⚠️ In Australia, it is advised that customers accept the data privacy policy on checkout.
- For more information on configuring data privacy settings in Shortcuts Aire see the "Set up your Data Privacy Policy" help article.
- These fields are optional. If you want to be more specific (e.g. new customers must have a first name entered), you can skip these fields and review each individual piece of information available for new customers.
Configure individual settings
- Fields marked “Quick” will appear when creating a new customer from the Appointment Book.
- Fields marked ‘Mandatory’ must be entered when creating a new customer from the Appointment Book or Point of Sale.
- Choose which fields you’d like displayed and press ‘Done’ when you’re finished making changes.
Preview changes
- By creating a "New Customer" from the Appointment Book or Point of Sale and seeing what fields are visible and mandatory.