Customer Overview
Applies toEvery plan, including free BasicNeeds Customers · View; Customers · ModifyUsually owner, manager, cashier
The Customers list holds the people who shop with you. Having their details on hand speeds up checkout, personalizes service and lets you reward regulars.
What this covers
What a customer record holds.
| Field | Required | Notes |
|---|---|---|
| First name, Last name | Yes | The only required details |
| Mobile number | No | For receipts and texts |
| No | One live customer per email in the store | |
| Birthday, Gender | No | For greetings and offers |
| Address | No | One saved address. Needs street, city, province and country |
| Notes | No | Anything special, such as a favourite order |
Where customers come from. You add them on Customers → New Customer, at the register while ringing up a sale, or later from an order with Save customer. A new customer is not enrolled in loyalty automatically.
A customer's page. Tabs show Overview (totals, newest orders, next bookings, contact details), Orders, Bookings and, for loyalty members, Loyalty. See Managing Customers.
Works with
| Add-on or plan | What changes |
|---|---|
| Plan customer limit | Basic 200, free trial 2,000, Starter 1,000, Lite 5,000, Standard 5,000, Premium no limit. When the list is full, adding one on purpose is refused, though a sale still goes through without saving its customer. |
| Loyalty add-on | Adds enrolment, points, tiers and the Loyalty tab. Without it customers still work as a plain list. |
| Events (Starter and up) | The Bookings tab and Book appointment. |
| NFC add-on | Customer cards. See Customer Cards. |
| Live sync (Lite and up) | Other devices see the change at once. On lower plans they pick it up the next time they refresh. |
Guides in this section
Related guides
Edge cases
- Two customers cannot share an email in one store. The second is refused. Leave email empty to skip the check.
- Orders keep their own copy of the name and contacts they were given, so changing a customer later does not change past orders.
- Customers typed in at the register but not saved go with that order only. They do not show on a customer's page, and an order for an unsaved customer never shows in their app.
- Privacy. Ask before adding contact details for marketing.