Shopify POS Customer & Loyalty
Build lasting customer relationships with unified profiles across online and in-store. Track purchase history, run loyalty programs, and send targeted marketing—all connected through Shopify.
Customer Profile Capabilities
One customer profile across all channels. Whether they shop online or in-store, their data stays connected and complete.
Customer profiles include contact details, purchase history, order notes, and tags. Same profile whether they buy online or at checkout.
- Contact information
- Order history
- Custom notes & tags
See every order a customer has placed—online and in-store. View product preferences, average order value, and total lifetime spend.
- Full order timeline
- Lifetime value tracking
- Product preferences
Segment customers with tags. VIP customers, wholesale buyers, loyalty members—tag them for targeted marketing and special treatment.
- Custom segmentation
- Automatic tagging
- Marketing integration
Capture email and SMS marketing consent at checkout. Stay compliant with privacy regulations while building your marketing list.
- Email opt-in capture
- SMS consent tracking
- Privacy compliant
Issue store credit linked to customer profiles. Use for returns, exchanges, or as promotional incentives. Redeemable anywhere.
- Profile-linked balance
- Cross-channel redemption
- Promotional credits
Staff can look up customers during checkout, view purchase history, and add notes. Personal service with full context.
- Quick customer lookup
- Order history visible
- Add notes at checkout
Loyalty Program Options
Reward repeat customers and drive retention. Shopify integrates with loyalty apps that work across online and POS channels.
Customers earn points on purchases. Points redeemable for discounts or free products. Works in-store and online through apps like Smile.io, LoyaltyLion, or Yotpo.
How it works at POS:
- Staff looks up customer by email or phone
- Point balance and available rewards shown
- Customer chooses to redeem or earn
- Points adjust automatically after sale
Tiered programs reward your best customers with increasing benefits. Bronze, Silver, Gold—each tier unlocks better perks and discounts.
Common tier benefits:
- Percentage discounts on all purchases
- Early access to new products
- Exclusive member-only products
- Birthday rewards and bonuses
Popular Loyalty Apps for Shopify POS
Smile.io
Points, VIP tiers, referrals. Full POS integration.
LoyaltyLion
Advanced loyalty features. Enterprise-ready.
Yotpo
Loyalty combined with reviews and SMS marketing.
Marketing Integration
Turn in-store customers into repeat buyers. Connect POS customer data to your marketing tools.
Email Marketing
Customer emails collected at POS sync to Shopify Email, Klaviyo, Mailchimp, or other integrations. Segment by purchase behaviour and send targeted campaigns.
Customer Segmentation
Create segments based on purchase history, location, spend amount, or product preferences. Target lapsed customers, VIPs, or specific product buyers.
Post-Purchase Automation
Trigger automated emails after in-store purchases. Thank you messages, product care tips, review requests, and repurchase reminders.
Birthday & Anniversary
Capture birthdays at checkout. Send automated birthday rewards or anniversary offers based on first purchase date.
Customer & Loyalty FAQ
Common questions about customer management in Shopify POS.
Need Help With Customer Management?
We configure customer workflows, loyalty app integration, and marketing connections during implementation.