Managing Customers

Keeping track of your customers helps you offer personalized service and build loyalty. This guide covers the key actions you can take with your customer list.

What Does "Managing Customers" Mean?

Managing customers means adding, updating, and organizing the people who shop at your store. It helps you remember preferences, send special offers, and make every visit feel personal.

Searching or Filtering Customers

1. Open the sidebar menu.

2. Select Customers from the menu.

3. Click the Filter button to show filtering options.
4. Search for a specific customer by name or phone number.
5. Click on a customer's name to see their profile and purchase history.

Adding a Customer

1. Open the sidebar menu.
2. Select Customers from the menu.
3. Click New Customer and fill in their details (name, phone, etc.).
4. Press Save. The customer is now in your system.

For the full walkthrough, see How to Add a Customer.

Editing Customer Information

1. Find the customer in your list using search if needed.
2. Click their name to open their profile.
3. Update any details such as phone, email, or notes.
4. Click Save to keep your changes.

For the full walkthrough, see How to Update Customer Info.

Deleting a Customer

1. Go to the customer's profile.
2. Click Delete.
3. Confirm the deletion. The customer will be removed from your list.

For the full walkthrough, see How to Delete a Customer.

Viewing a Customer's Loyalty

When the Loyalty add-on is active and a customer is enrolled in your program, you can open their loyalty membership straight from their profile.

1. Open the customer's profile from your customer list.
2. Tap the Loyalty shortcut in the quick actions row. This shortcut only appears when that customer is enrolled.
3. Review their points balance, lifetime earned, and lifetime redeemed, then earn, redeem, or adjust points, or suspend earning.
4. Tap Transaction History to see every point earned, redeemed, and adjusted.

A customer who is not enrolled shows no Loyalty shortcut. Enroll customers from Loyalty → Customers.

Tips for Managing Customers

• Add customers at checkout to build your list quickly.
• Use notes for special requests (e.g., "Allergic to peanuts").
• Keep info updated for smooth communication and service.
• Respect privacy -- always ask before adding contact details for marketing.
• Use search and filters to quickly find any customer.

Why Manage Customers?

• Offer loyalty rewards and personalized service.
• Send digital receipts and special offers.
• Make every customer feel valued and remembered.