Managing Customers

• Create a Customer
• View and Filter the Customer List
• Edit a Customer
• Understand the Customer Profile

Create a Customer

Create a customer record to keep contact details, addresses, loyalty activity, and purchase history together.

Open the customer list

1. From the main menu, select Review.
2. Select Customers.
3. On the customer list, select Add New.

Open Review and select Customers.

Select Add New from the customer list.

Enter the required information

• First name is always required.
• Phone number is always required.
• Last name is optional unless your organization has enabled the setting that makes it required.
• Email is optional.

You may also add an internal description and record how the customer heard about your business. Depending on your settings, the referral-source field may be required.

Add more details

Select More Options to enter an address, preferred language, additional contact information, and customer tags.

If you do not need the optional details, leave More Options closed and continue.

Save the customer

1. Review the information.
2. Select Save.

The customer will be added to the customer list and can be selected in supported sales and service workflows.

Tip: A separate settings article will explain how to require customer last names and referral sources. Link that article here once it is available.

View and Filter the Customer List

The customer list gives you a searchable view of customer records available to your location or organization.

Open the list

1. From the main menu, select Review.
2. Select Customers.

Screenshot placeholder: Customer list with the location selector and search controls visible.

Choose the customer scope

If your organization has multiple locations, use the location option to choose what you want to view:

• Select the current location to focus on customers associated with that location.
• Select the entire organization to view customers across all authorized locations.

The locations and records you can see depend on your permissions.

Understand the list

Each row identifies a customer and may show useful account information, including the customer's available loyalty-points balance. Use the available search and list controls to find the customer you need.

Open the row actions (the three-dot menu) to edit the customer or open the full customer profile.

Edit a Customer

Update a customer record when their contact information or other saved details change.

Edit a customer

1. From the main menu, select Review. 
2. Select Customers.
3. Find the customer in the list.
4. Select the three-dot menu for that customer.
5. Select Edit.
6. Update the necessary fields.
7. Select Save.

Three-dot customer actions menu with Edit highlighted.

 

Required fields

First name and phone number must remain filled in. Last name is required only when that organization setting is enabled. Other details, such as email, address, language, tags, internal description, and referral source, can be updated when applicable.

Understand the Customer Profile

The customer profile brings together the customer's details, activity, loyalty information, and transaction history.

Open a customer profile

1. Go to Review > Customers.
2. Find the customer.
3. Select the three-dot menu.
4. Select Open.

Customer actions menu with Open highlighted, followed by the customer profile overview.

What you can review

Depending on your permissions and enabled features, the profile may show:

• Customer contact details and addresses
• Total visits and spending
• The date the customer was created and last modified
• Account balance and statements
• Loyalty status and points balance
• Receipts and other customer activity
• Favorite/VIP or blacklist status

Loyalty controls

Authorized users may be able to synchronize a customer's loyalty points or lock point redemption with a PIN. Locking points helps prevent unauthorized redemption while still keeping the customer record active.

Note: Detailed loyalty setup, point rules, synchronization, and point locking will be covered in the Loyalty book.