How to Set Up Phone and Email Information Fields for Customer Orders

Step 1: Access License Settings

1. Open the License section in your POS system.
2. Select the store you wish to set up.

Step 2: Navigate to Online Ordering Settings

Click on the Web Online Ordering tab.

Step 3: Configure Customer Information

1. In the Customer Information section:
   • Show Phone Field: Check this option to display a field for customers to enter their phone number.
   • Automatically Send SMS Sales Receipt: Enable this option to send an SMS link for the sales receipt upon successful payment. (You can set up an SMS template to customize the message.)
   • Show Email Field: Check this option to display a field for customers to enter their email address.

Step 4: Save Changes

Click Save to apply your settings.