---
title: "Register Customer"
canonical: "https://red-ant-documentation.refined.site/space/RET/379650123/Register%20Customer"
format: markdown
---
> Macro (toc)
## Overview
Sales associates can quickly and easily capture and register new customer profiles.
The data captured within the form and any subsequent updates made to the [customer's profile](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/378503561) can be synchronised with the retailer's CRM to ensure the CRM remains the system of record.
> ℹ️ To prevent conflicts within the customer data, the email address must be unique, however, this can be adjusted subject to the needs of the retailer. For example, if in their CRM the customer telephone number is the unique identifier, this can be mirrored within RetailOS.
### Registration Form
By default, the RetailOS customer registration form can capture the following customer information:
| **Section** | **Field** | **Field Options** | **Field Required** | **Additional Information** |
| --- | --- | --- | --- | --- |
| **Personal Details** | Title | Pre-defined dropdown list | Optional | |
| First Name | | Mandatory | |
| Last Name | | Mandatory | |
| Email | The field is broken into two parts, a free-text to capture the username and a dropdown to define the domain.
Users can select one of the following domains or enter an alternative:
- @gmail.com
- @outlook.co
- @hotmail.com | Mandatory | Field level validation to check the address entered contains an ‘@' and a '.’ |
| Date of Birth | | Optional | Validates that the customer is over the age of 16. |
| Phone Number | Telephone country code dropdown / number field | Optional | If the telephone number is not provided, the sales associate cannot contact the customer by SMS or WhatsApp. |
| **Address** | Address Search | | Optional | Uses [Loqate ](https://www.loqate.com/)address look-up functionality. |
| Address Line 1 | | Optional | |
| Address Line 2 | | Optional | |
| Town/City | | Optional | |
| County | | Optional | |
| Country | Pre-defined dropdown list | Optional | |
| Postcode | | Optional | |
| **Communication Options** | Preferred Language | Pre-defined dropdown list - ‘English’ is set by default | Mandatory | By collecting the customers preferred language, sales associates can use this information to ensure they are communicating to the customer in a language that they can understand. |
| What kind of updates would you like to receive? | General Marketing / Store Updates / Third Party | Optional | Selecting ‘Store Updates’ allows the customer to select which stores they wish to receive updates from. |
| How would you like us to contact you? | Email / SMS / WhatsApp | Optional | The customers communication channel opt-ins define how the sales associates are permitted to contact the customer.
These preferences can be updated at any time via the full customer profile. |
| | I have read and agreed to the **Terms of Service** and **Privacy Policy**, and I am over the age of 16. | This consent label can include hyperlinks | Mandatory | Hyperlinks can open external public-facing T&C’s links or static hard-coded T&C’s displays in a modal. |
> 📝 The structure and presentation of the customer registration form can be configured based on the needs of the retailer. Our recommendation is to keep the form short and simple to complete. Longer forms tend to have a much greater chance of being abandoned by customers.
> ℹ️ RetailOS customer registration and full customer profile template can be found below.
### Customer Mode
Sales associates have the option to place the register customer form into “Customer Mode” which allows customers to temporarily use the data capture form securely, without access to other sections of the app.
Exiting “Customer Mode” requires the staff member to re-enter their password to authenticate and regain full control of the application.
> ℹ️ A custom layout can be applied to the registration form when customer mode is activated to provide a more customer-friendly interface (see example below)
### Contactless Self-Registration
We’re also able to offer customers a convenient way to self-register, eliminating the need for handling the sales associate's device.
More information on this feature can be found [here](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/553385997).
### Welcome Email
A welcome email can be triggered after a customer has registered their details.
This automated email can be disabled if the retailer has an established mechanism in place to trigger these types of communications (e.g. triggered by their CDP or other marketing automation platform).