Whether you're using Shopify POS in a retail store, at a conference, exhibition, event, or pop-up, you can capture customer birthdays during your POS transactions. Here's the setup and how to use it.

Your POS settings should look like this:

After completing a POS checkout, an Apps section appears on the right of the Order Summary screen:

Tap Capture Birthday to open the birthday form, ready to capture the customer's date of birth:

You can either ask the customer for their date of birth, or hand the iPad over so they fill it in themselves and tap Submit:

The form auto-fills the name and email from the order.

Tip: select the customer before checkout. That way, if they're already a Birthday Club member, both the email and date-of-birth fields will be pre-populated, no double-asking.

If you've already moved on from the Order Summary screen before capturing the birthday, you can still get to the form via the Orders section of POS. Tap the order and the Capture Birthday option is on the right:

Once you've captured the birthday, that's it! The app handles the rest, sending a discount-coded email on (or just before) their birthday.

The form uses the date format you've set in the campaign editor. If you want to hide the year - or change the day/month order - see Setting your birthday date format.

Changing the format won't affect dates you've already collected; it only changes how the form is presented going forward.

You can also add a tile to Shopify POS that captures birthdays without needing an order. Perfect for casual conversations and follow-ups. See Collect birthdays using Shopify POS - no order required.

Please get in touch with support if you need any further assistance.