13 guides · 2 topics
Customers & Loyalty
Customer matching, store credit, and loyalty programs.
Topics in Customers & Loyalty
Customer Management
7 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.
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.
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Loyalty & Rewards
6 articlesKeep customers coming back with store credit they top up, loyalty points on what they spend, paid membership plans and prepaid packages, such as 20 shirts paid upfront. Set them up once, and your staff use them at the POS and in the Console.
Introduction to Loyalty & Rewards
Learn how Store Credit, Loyalty Points and Membership work, and which one to set up first.
Read articleOffer Store Credit and Bonus Top-Ups
Want regulars to pay upfront and keep coming back? Sell top-up packages with bonus credit, and customers pay later orders from their balance at your counter or online.
Read articleReward Customers with Loyalty Points
Want customers to come back to your shop instead of the one down the road? Give them points on every order, and your staff turn those points into money off their next visit.
Read articleCreate Membership Plans for Your Regulars
Want your regulars to pay upfront for a year of discounts? Create a membership plan, and every eligible order gets the member's percent off by itself, at your counter and online.
Read articleSet Up Prepaid Packages for Contracts and Service Packs
Set up servicing contracts and prepaid packs that customers pay for upfront and use on later orders.
Read articleManaging a Customer's Store Credit
A regular says her balance should be $85, not $70. Want to check every top-up and spend in a minute and fix it if needed? It's all on her contact page.
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