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How do I add new customers in Clover POS?

Clover POS: Add customers, award points for purchases, and redeem rewards seamlessly within the register.

Updated yesterday

For Clover POS merchants

👾 This integration is currently in Beta 👾
If you'd like to join the beta, please contact our support team.

Register new customers in-store via your Clover POS sales screen. Ensure seamless point earning for every purchase made by your in-store customers and empower your staff to efficiently redeem customers' loyalty rewards or email discounts at checkout.

👤 Help your staff confidently promote your loyalty program and provide a great customer experience with our Staff Training Guides.

Each guide can be found in the Marsello Admin and is automatically branded using your Brand guidelines, ensuring a consistent look and feel across your materials.


Before you start


How do I add a new customer to my customer database?

To add a new customer to your Marsello customer database, all you need to do is add the new customer to the sale in Clover POS.


1. Add the customer's products that they want to buy to the sale.


2. Add the customer to the sale with three quick steps.

  • Click

  • Click Add customer

  • + Add a customer

The image shows a checkout screen in Clover POS. A list of the customer’s products is already added to the sale. On the right side, there is a button labeled “Add customer.” When clicked, a small menu appears with an option that says “+ Add a customer.” This shows the steps for adding a new customer to Marsello by attaching them to the sale.

3. Add your new customer's details:

  • First Name

  • Last Name

  • Email Address (required)

  • Mobile number

The image shows a form for adding a new customer in Clover POS. There are blank fields labeled First Name, Last Name, Email Address (required), and Mobile Number. This screen is used to enter the customer’s details before saving them to Marsello.

📝 Note:

  • Only First Name, Last Name, and Email are required for adding customers to your Marsello database. Email address is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Shopify eCommerce, WooCommerce, etc.

  • Mobile number: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.


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