The {CustomerInformationForm} email and SMS template placeholder in HirePOS allows customers to update their current details via a secure website URL link. This process ensures that customer information is updated securely and accurately.

You can add the {CustomerInformationForm} to an existing email or SMS template, or a new template as needed. For emailing, go to Setup > Preferences > Email Templates & Settings. Use the Placeholders dropdown located at the top right of the Email Message field to insert the Customer Information Form placeholder into the email template where desired. You can also add this placeholder to other email templates via the Other Email Templates button at the bottom of this screen. Refer to the Email Placeholders help guide for further help on email template placeholders.

For SMS templates, go to Setup > Preferences > SMS Templates. Use the Placeholders dropdown located at the top-right of the SMS Message field to insert the Customer Information Form placeholder into the SMS template.

Now that you have the {CustomerInformationForm} placeholder in a template, this placeholder will allow customer's to click a button or link that launches the secure website where they can update their latest contact details and payment card if applicable.

Customers can submit any updated details through the online form generated by the {CustomerInformationForm} placeholder. Once the form is submitted, your business will receive an email notification, and a staff member with "Setup" permissions will manually accept the new customer details. This step is crucial as it prevents customers from making live updates directly.

The following customer setup areas can be updated using the Customer Information Form:

• Company/Name

• Address

• Phone/Email

• Identification

• Payment Card

In HirePOS, navigate to Setup > Customers. A banner at the top will indicate that new customer updates have been submitted. Click the View Updates link to review the changes.

Click the customer update notification in the list to review the new details submitted by the customer.

Review the new details submitted by the customer. Once accepted, the changes cannot be reversed automatically. The existing and new details will be displayed for comparison. Click the Accept button to commit the changes.

Navigate to Sales/Hire > Customer Overview to verify that the changes have been applied. If payment card details were submitted, the stored card will be visible.

The Customer Information Form process includes several security features to protect customer data:

• Unique URL Link: The URL link generated is unique to your business and the customer, ensuring data privacy.

• Acceptance Process: Customers cannot directly update their information; changes require manual acceptance by a staff member with Setup permissions.

• Secure Card Storage: Payment card details are securely stored via Pin Payments, ensuring data protection.

This document provides a comprehensive guide on how customers can update their information using the Customer Information Form in HirePOS. By following these steps, businesses can ensure data accuracy and security in managing customer details.