During the manual on-boarding process you may come across frequent buyer cards with incomplete customer information. That's okay we have a couple of conversion methods that eliminate the issue. Pre-Boarding and a Customer Upload both bypass the initial need for completed customer information allowing you to add a customer for whom you do not have an email address or phone number. This process allows you to add the customer and update their purchases to keep your on-boarding process flowing smoothly.
Incomplete customer information will need to be filled in. The email address and phone number serve as unique identifiers to keep customers from being duplicated in Astro and, also, are key to utilizing the Marketing Suite. When checking out a customer with incomplete customer information you will see a prompt to add the information.
Select either Incomplete Customer Information or Click Here to finish customer account setup. By selecting either of these options a window will appear and allow you to add the missing customer information an give you the option to add any additional pet information.
In the window add the missing customer information and select Save Petowner Information. If your customer has not yet added their email address and would like to receive the Verification Email that includes the link to the Customer App you can also select Save and Send Verification Email at this time. Once you have saved the customer information has been added and you are ready to continue checking out your customer.