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How do I add a name or answer product/checkout questions for in-person transactions?
Why this happens:
In-person transactions (using the mobile app and card reader) work differently from online checkouts. When a patron taps their card in person, the system records the payment amount but does not automatically collect names, emails, or checkout question responses like online checkout does.
How product and checkout questions work in-person:
- Product questions are always displayed automatically at checkout.
- If the question is required, it must be answered before completing the purchase.
- If the question is optional, you can leave it blank and still move forward.
- To adjust whether a product question is required, log in on a web browser, go to the Store tab, click the individual product, and update the question setting.
- Checkout questions only appear automatically if you have marked them as required.
- If they are optional, you can still fill them out (along with patron name, phone, or email) by tapping the Options button on the checkout screen and selecting Customer Details.
- Special note about requiring Name: The name field is always considered optional. If you want the name to be required on every in-person transaction, you’ll need to add at least one required checkout question (any question). This triggers the name field to also become required.
Tip:
- If you add an email under Customer Details, the receipt will automatically be sent to the patron.