Topic inCustomers & Loyalty
Customer Management
7 articles
Every 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.
Topics in Customers & Loyalty
Your Customer List: Find, Filter and Export Contacts
Wasting time scrolling to find a regular customer? Use search and filters to pull up the right people in a few taps.
Read articleAdd a New Customer and Choose What Staff Must Fill In
Customers arriving with no phone number, so you can't send their pickup reminders? Make the phone number required and every new customer comes in complete.
Read articleChoosing What Customer Details Staff Collect (Contact Form)
New customers saved with only a name, so they never get their "ready for collection" message? Make the phone number required, and staff can't save a customer without one, in the Console or at the counter.
Read articleSee Everything About a Customer on One Page
A customer calls asking about their last order and their credit balance? Open their page and the answer is on one screen.
Read articleTime-Saving Shortcuts Between Chats, Orders and Contacts
Still copying a phone number into the inbox search? Click the number and the customer's chat opens right away.
Read articleSet Up the Contact List and Profile Page Your Way
Your list full of columns your staff never use? Show only what matters, like phone and last order, and hide the rest.
Read articleFix Duplicate Customers: Merge or Delete a Contact
Same customer saved twice, with their orders split across both? Merge them so everything sits on one contact.
Read article
More topics in Customers & Loyalty
Keep exploring — pick another topic from this category.