Applies to: All
Overview
Endear integrates with Shopify POS through a Make a note tile that lets staff log notes about customers without leaving the POS interface.
A Shopify admin must add the tile to the POS, then individual staff members can search for a customer and add a note that is saved to that customer's profile in Endear.
Notes taken through the tile are tracked in Endear and attributed to the staff member who created them, just like notes added from the web or mobile app.
Interested in more Endear action tiles in your Shopify POS? Refer to this article on how to set-up a tile for messaging.
Step-by-step guide
Admin setup
1. Open your Shopify POS app and select the Add tile tile from the POS home screen.
2. From the Add tile menu, select App.
3. Select Endear CRM and Clienteling from the list of available apps.
4. On the Endear CRM and Clienteling page, make sure the App extension tab is selected. You will see Leave a note (POS UI extension). Select Add, then select Save. Once the tile has been added, it will be visible to all staff at that location.
Taking a note
1. From the Home Page, select Create note.
2. Write the note and select the interaction type.
3. Select Add a customer and search for a customer by name, email address, or phone. Toggle the button to the right to select the customer (only 1 customer can be selected per note). Close the keyboard by selecting empty space or selecting the Enter arrow on the keyboard. Then select Confirm.
5. Make any final adjustments, then select Save note. You will see a confirmation message and be able to create another note or close.
Taking a note from a customer profile in Shopify POS
When you have a customer selected in Shopify POS — from an order, customer profile, or cart — you can swipe up on the action menu card at the bottom of your screen. This will expand to show additional actions, where you will also see the action Leave a customer Note by Endear tile that automatically prefills that customer's information.
WARNING: Shopify also has a note on the customer profile. This is NOT linked to Endear and any notes you take in that section will not come into Endear. You must use the Endear app extension for the notes to be saved to the customer's Endear profile.
Troubleshooting
I don't see the Endear tile on my POS screen. Ask your Shopify admin to confirm the tile has been added to your POS location's layout. The tile only needs to be added once per location.
I'm getting an error when linking my account. Make sure your Endear profile exists and is set up with the correct email. Contact your Endear admin to verify your profile exists and that your POS location is mapped to the right Endear team.
The tile is showing a different staff member's name. The tile reflects whoever is currently logged into the POS. Staff should log in and out at the POS level to ensure the correct Endear account is active.
The tile is asking for updated permissions. Shopify may occasionally prompt for updated app permissions. Follow the on-screen prompts to grant the required permissions, then try again.
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!