8 guides · 2 topics
Customers & Loyalty
Customer matching, store credit, and loyalty programs.
Topics in Customers & Loyalty
Customer Management
4 articlesEvery customer who orders from you, signs up online, or gets registered at the counter lands in your Contacts list. These guides cover finding and filtering customers, registering and editing them, reading the customer profile — spend, history, loyalty balances — and the safe way to merge duplicates so no history is lost.
Introduction to Contacts
One searchable list of every customer, with filters for spend, order count, and channel — the starting point for everything customer-related in EasyBiz.
Read articleAdding and Editing Contacts
Register a customer with name, phone, email, and messaging preferences in under a minute — and know exactly what the private-vs-global account choice means.
Read articleUnderstanding the Contact Profile
One page per customer: spend insights, order and payment history, loyalty balances, addresses, follow-ups — plus the Do Not Contact switch when someone asks to stop hearing from you.
Read articleMerging and Deleting Duplicate Contacts
Delete a duplicate contact the safe way — EasyBiz moves its orders, payments, store credit, and points onto the contact you keep, so no history is lost.
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Loyalty & Rewards
4 articlesIntroduction to Loyalty & Rewards
Learn what Store Credit, Loyalty Points, and Membership each do so you can decide which one to set up first.
Read articleSetting Up Your Store Credit Program
Set up Store Credit to let your shop sell prepaid top-up packages and reward customers with bonus credit they can spend at your counter.
Read articleSetting Up Your Loyalty Points Program
Set up your earning rule, business unit overrides, and rewards catalog so customers earn on every order and redeem the rewards you choose.
Read articleSetting Up Memberships
Create membership plans with ongoing discounts or cash back, so your best customers get their perks automatically on every order.
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