How to Look Up a Customer

When You Might Use This

Look up a customer when:

• You need to find their account for a payment, refund, or loyalty reward.

• A customer forgot their card, email, or phone number.

• You need to view or update customer account details.

Step-by-Step (Facilipay Merchant App or Cashless)

1. Tap the Customer Search Field

Open the Facilipay Merchant App or Cashless interface on your POS device.
Tap the search field or the customer icon to begin.

2. Scan the Customer’s Card (if available)

If the customer has their physical or digital card:

• Tap Scan QR Code or present the card’s QR code to the scanner/camera.

• The system will automatically identify the customer’s account.

3. Use the Search Function

If the customer doesn’t have their card, you can search manually:

1. Toggle Search Type: Switch between:

   • Account Number (e.g., the unique ID printed on their card)

   • Name

   • Email Address

2. Enter the customer detail you have into the search field.

3. Tap Search.

4. The system will display matching results — tap the correct customer to open their account.

What You Can Do After Lookup

Once you’ve opened the customer’s account:

• View current gift card balance, loyalty balance, or cashless linked funds.

• Apply payments, rewards, or refunds.

• Edit or update details like contact information (if supported).

• Access transaction history for reporting or customer service purposes.

Tips & Best Practices

• Use Scanning First: Scanning a QR or barcode is the quickest and most accurate way to locate a customer account.

• Verify Before Selecting: When multiple matches appear, confirm you’ve selected the correct customer.

• Encourage Account Info: Encourage customers to save their email or phone number in their profile for easier lookup next time.