Create customer records from your workspace users daily
Create customer records from your workspace users daily
Your workspace user directory isn't mirrored to your customer list, so franchise accounts are unrecognized at checkout. Staff get customer records created automatically for same-day processing.
Overview
If your user directory and store customer list aren't aligned, franchise accounts go unrecognized and billing stalls. This flow creates tagged customer records automatically so store managers and billing teams see ready customers the same day.