You can access your customer portal directly from within the POS app. With just a few clicks, you can view your sales numbers, manage stock and products, edit staff details, and review orders—all without needing a separate device.
How it works
1. Open the "burger menu"
- In the top right corner of your POS system, click the burger menu to open the side menu with various options
2. Select "Open customer portal"
- From the side menu, click the "Open customer portal" button
3. Log in to the customer portal
- Once you click the button, you’ll be prompted to enter your login information. This ensures that your portal data remains secure
4. Access the customer portal
- After logging in, the customer portal will open directly within the POS app, allowing you to seamlessly manage your business information
Troubleshooting
1. If the portal doesn’t open as expected
- Try closing the POS app and reopening it. This usually resolves any temporary issues
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