How-to · Running the day

Text sign-ups

Who signed up for texts, since when, and how to stop texts to a customer.

When text offers are on, a customer who signs up appears under Customers, with their number and the sale they signed up on.

1. Open Business and tap Customers.
2. Type in Find a customer to search by name, email or the last digits of a number.
3. Tap a customer. Their card shows the whole number and the date they signed up.
4. When a customer asks you to stop, tap Stop texts. The number stays on the card, marked stopped, and no text goes to it.
5. Forget this customer removes the number too, as it does the address.
6. Export CSV includes each number, whether texts are on, and the date the customer agreed.

A customer who gives the same number again is the same customer, and their new sale is added to their visits.

Nothing is texted yet. The list is kept with each customer's agreement so you can start texting when you choose a texting service.