CRM Capture in Self Checkout Kiosk

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This feature enables venues to capture customer contact information during transactions without requiring the creation of a full CRM profile.

With CRM Capture, businesses can collect basic customer details during checkout & choose whether to store data only with the transaction or as a customer profile.

Merchants can configure how customer data is collected through the Customer Info Capture settings from Console. Click Here for more information: Customer Info Capture

When Does It Appear?

  • After the customer clicks “Checkout”

Step-by-Step Flow

  1. Customer selects items and clicks Checkout Customer info screen appears Customer:
  2. Enters details directly on the screen
  3. Or taps Skip

Actions

  • Submit
    • Saves the entered details
    • Creates a customer profile (if enabled in Console)
  • Skip
    • Continues checkout without attaching any customer

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What Happens Next?

After this step, the normal checkout flow continues:

Customer Capture → Shopping Bag → Donation → Payment

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