I use the Shopify POS as well as the Online Store. I'm using a points program for my customers and am wondering how it works when you create an account for them through the POS. From the testing I've done, if I create an account through the POS with the customers name, email address, phone number and mailing address they don't receive a confirmation email. How are they supposed to get access to their account if they want to purchase something online? Do I need to need to send an account invite from the online portal?
I would appreciate any help I can get.
Hey there Jennette!
Wesley here from the Shopify Guru team. So yes, you will have to create accounts for the customers from the online portal. You can do so through the following steps:
1. Go to the customers tab
2. Search for the customer and click on their name
3. In the top right corner you will see a button with 3 dots, click on that and then click on "send account invite"
That will send the customer an email which will give them the link to activate their account!