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Set Up a New Customer Sign Up Layout

Point of Sale enables businesses to boost customer engagement and loyalty by setting up a new customer sign-up layout. Customers can easily create accounts, subscribe to newsletters, and join rewards programs, enhancing their overall experience and driving long-term retention.

Create a New Customer Sign-Up Layout

The new customer sign up layout can be configured by using or modifying a template.

  1. Navigate to Layouts Pages | All Layouts | Add From Template.
  2. Select Sign Up or Store Customer Sign Up.
  3. Select the desired font and click Create.

Customize the Template

You can customize the template to fit your business requirements.

Media Header

You can edit the image to be displayed on the sign-up form. As a prerequisite, have the image saved to your computer or device.

  1. To switch out the media header, double-click the placeholder image and then upload the desired media using the Media Library.
  2. Select Save or Publish Now when complete

Mandatory Fields

You can decide which fields a customer needs to fill out before signing up. The POS app will not process the sign-up if the mandatory field is left empty and will display an error message instructing the user to fill it out.

To configure a mandatory field:

  1. Edit an existing field by clicking into it or add a new field.
  2. In the right toolbar menu, go to Cell Content | Form Element.
  3. Disable the toggle Is Optional.
    If this toggle is enabled, it will allow the user to complete sign up regardless of whether all fields are filled in.

Input Types

You can change the text input types on a layout (for example, the phone number text field will have a phone number keyboard, the first name text field will have a QWERTY keyboard, and so on)

  1. Edit or create a new layout.
  2. Click into a cell.
  3. In the right toolbar menu, go to Cell Content | Form Element.
  4. Select Text Input as the Form element type.
  5. Under Input Type, select the input type.
  6. Save your changes.
Tip
Tip If you want to populate the first name, last name, email, or phone from the customer search on the previous screen, make sure to add the following defaults to the textfields.
  • First Name - :ps_first_name
  • Last Name - :ps_last_name
  • Email - :ps_email (Important: For NetSuite integrations, the following JSON must be entered under the Field setting: credentials.userId ).
  • Phone - :ps_customer_phone
  • Customer Group - :ps_c_customer_group

App Config Attribution

The sign-up layout will have to be attributed to the desired app config to test and go live in-app.

  1. Navigate to Apps | All | Edit (choose the desired config)
  2. Select UI | Signup / Form Layouts
  3. Select the dropdown for Sign Up Layout (V2) and choose the layout
  4. Click Save
    The layout will now be available in-app

Master of Records

If you wish to map the fields of a sign up layout to your CRM Master of Records, see SPI Customer Search Layout.