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How to Enable and Manage Customer Preferences
How to Enable and Manage Customer Preferences

Learn how to set, edit, and display customer preferences in CleanCloud, keeping your service personalized and efficient.

Rafael avatar
Written by Rafael
Updated over a month ago

How to Enable Preferences for Online Customers

  1. Go to Settings → Admin → Pickup and Delivery → General Settings.

  2. Under Customer Preferences To Request, enable the preferences you want to ask your customers during online sign-up. Available options include:

    • Shirt Presentation Preference

    • Trouser Presentation Preference

    • Starch Preference

    • Detergent Type Preference

    • Detergent Scent Preference

    • Fabric Softener Preference

    • Whites Wash Temperature Preference

    • Whites Dryer Heat Preference

    • Colors Wash Temperature Preference

    • Colors Dryer Heat Preference

  3. Click the Submit button to save any changes.


How to Edit Preferences and Options

  1. Navigate to Settings → Products → Preferences.

  2. Select and Modify Preferences: Select the preference you want to edit. You can modify options within each preference section or add/delete options as needed.


Adding or Editing Preferences for a Customer in the POS

  1. From the New Order page, select the customer and click the edit pencil icon next to their profile.

  2. In the Edit Customer tab, under Order Preferences, select or update the preferences as needed.

🪄 Tip: You can also add preferences when creating a new customer by following the same steps.


Preferences on Receipts

Customer preferences can be printed on receipts for added clarity:

  1. Navigate to Settings → Hardware Settings.

  2. Customize Font Sizes: Adjust font sizes and set Notes to Normal to ensure preferences are clearly displayed.


🗒️ Notes:

  • Customer Access: Customers can view and update their preferences in their online accounts.

  • Staff Access: Store staff can modify customer preferences at any time.

  • Preference Visibility: Preferences appear in the customer profile, order notes, and can be printed on receipts.

  • Non-Exportable: Customer preferences are not exportable.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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