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How to Search, Add, and Edit Customers

This guide explains how to search for, add, and edit customers in Bravo. It also covers how to use Notes and Alerts to share important customer information with your team.

Last Updated:  3/28/2025

Table of Contents

  • Search for a Customer

  • Add a New Customer

  • Edit Customer Information

  • Notes and Alerts


Search for a Customer

To find a customer, start from the Dashboard. You can search by any search criteria like:

  • Name

  • Phone number

  • Email address

You can also refine your search using the Birth Date, but it must be combined with a Last Name.

Tip: You must enter at least the first two letters of the customer's name.

    Bravo will search and display all customers matching the criteria in a list:

    • Highlight a customer to view more details.

    • Select a customer to move to the transaction screen.

    • Edit a customer to open their profile and update their information.

      A till must be open to select a customer. If it's closed, users will be taken to the Open Till screen. 

      How to Search for a Customer Video:

      Video Run Time: 1min 13 seconds

      Add New Customer

      Even if you know the customer is new, always search first to avoid creating duplicate profiles. Duplicate profiles can affect reporting and customer history accuracy.

      If the customer isn’t found, click the Add New Customer button.

      NOTE: When configuring your system, you can select required customer fields, optional fields to display, and fields to hide.

      Fill in the required fields. Required and optional fields are configured by your store.
      1. Customer Name/Contact Info - Enter required customer information. DNC = Do Not Contact. DNT = Do Not Text (must ask customer first).
      2. Business tab: Contains tax exempt certificate field, Notes tab - Set preferred language. Alerts - Option to block transactions and include customer/associate notices.
      3. Identifying Information: Enter required identifiable customer data (configurable in System Configuration).
      4. Photo/ID/Other: Add customer photo via webcam or file. ID scans appear here. Other tab contains electronic fingerprints/signatures.
      5. Identification: Enter required customer ID information.
      6. Information Screens: Access customer history via these buttons.

      Once all information is entered, click Save.


      How to Add a New Customer Video:

      Video run time: 2mins and 26 secs

      Edit Customer 

      To update customer information:

      1. From the Dashboard, search for the customer.

      2. Click Edit (before selecting the customer for a transaction).

      3. In the View Customer screen, click Edit Customer from the right-side menu.

      4. Make the necessary changes.

      5. Click Save when done.

       

      Notes and Alerts

      Bravo uses the Notes and Alerts tabs to help you flag important customer information for your team.

      Notes Tab (General Information)

      A (3)

      • Add general reminders or low-level alerts.

      • Customers with notes are highlighted yellow anywhere their profile appears (search results, transactions, etc.).

      • A yellow note icon will appear.

      • Clicking the yellow icon displays the note in a pop-up.

      • If no notes exist, the icon is transparent.

      You can also set the customer’s Preferred Language in the Notes tab.

      Alerts Tab (High Priority Warnings)

      A (2)

      • Use for important notifications that require immediate attention.

      • Customers with alerts are highlighted red anywhere their profile appears.

      • A red alert icon will appear.

      • Clicking the red icon displays the alert pop-up.

      • If both a Note and an Alert are present, the red Alert takes priority.

      You can also select Block All Transactions if the customer should not be allowed to complete transactions.