Collecting customer info during point of sale (POS) checkout

Shopify Discussion

Topic summary

Core issue: In Shopify POS (point of sale), the “Go to cart” flow doesn’t capture searchable customer info (name, email, phone). Email/SMS entered for receipts is tied to the order only and isn’t searchable as a customer record.

Desired behavior: Automatic customer recognition and autofill from the credit card on repeat visits, similar to Square, to support receipts, loyalty programs, and post‑sale contact without manual entry.

Workarounds discussed:

  • Add an “Add customer” tile and make it standard to add/search the customer before checkout. Consider “Ship to customer” or “Send cart,” but these create process issues (e.g., warehouse confusion) and rely on staff remembering.

Shopify responses/clarifications:

  • Shared help docs on collecting info and assigning customers in POS; suggested upgrading to POS Pro.
  • Clarified POS Pro allows selecting which fields to collect but still requires manually adding/searching the customer before payment; no automatic capture from the card. Support will forward a feature request.

User feedback:

  • Even with POS Pro, many orders show “No customer.” Customers expect Square-like auto-recognition; lack of this hurts loyalty and follow-ups. Requests for terminal prompts to the customer.

Status: No automatic card-based customer capture available; feature requested; unresolved/ongoing.

Summarized with AI on December 11. AI used: gpt-5.
24

No.

We’d like the POS collect customer’s basic information as they checkout. Basic information such as name (which already present on the credit card) and other common info such as email so that our system can recognize the customer info for future purchase.

Without this feature its difficult to connect order and look up order quickly especially when all the order shows no customer.

this feature comes with other POS platform but is lacking on Shopify.