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.