Welcome to Revel! As part of your purchase, you'll receive white-glove setup assistance from a friendly, knowledgable Onboarding Concierge. Your Concierge will be in touch soon, but you can also give us a call at +1 (415) 744-1433 to get the ball rolling.
We encourage you to refer to the information in this Getting Started section as you're guided through the process. You can also check back later for a quick brush-up!
After walking you through the iPad app's settings, your Onboarding Concierge will show you how to use it to add and manage customers.
To add a customer, start by tapping the Customers button at the top of the screen:
After that, tap New Customer at the bottom-right corner to open a customer record. You can use this form to add the customer's name, birthday, address (very useful for deliveries), and more. (Note that you can also add and manage customers via the Management Console (CRM tab).)
Attaching Customers to Orders
Now that you have a customer record saved, you can quickly add the customer to an open order. Here's how:
- From the Order Screen (this is the screen with the large blue Pay button), click Customers in the blue header bar.
- Tap a customer's name, then click Add to Order.
Viewing a Customer's Order History
Our final customer-related Getting Started item: how to view order histories:
- Tap Customers in the blue header bar.
- Tap a customer's name.
- Click Display Orders.
From here, you can either Display All Orders or Display House Accounts Only. For additional House Accounts information, click here.