Managing Customers

Customer Management Adding a Customer Go to Customers in the sidebar. Click Add Customer. Enter name, email, phone, and other details. Click Save. At the POS During checkout, tap Add Customer to link a sale to a...

Customer Import & Export

Customer Import Go to Customers and click Import. Upload a CSV or Excel file with customer data. Map columns (First Name, Last Name, Email, Phone, etc.). Preview: new customers are shown in green, duplicates...

Loyalty Program

Loyalty Program Reward repeat customers with a points-based loyalty system. Setup Go to Marketing > Loyalty. Enable the loyalty program. Configure points per currency unit spent (e.g., 1 point per 100 pesos). Set up reward tiers...

Custom Form Builder

Build custom forms with a drag-and-drop builder and share public links for customer submissions.

Customer Subscriptions

Manage customer memberships and subscriptions with automatic renewal and session tracking.

Unified Contacts

View all customers, suppliers, and staff in one unified contacts directory.

Email Reminders

Send recurring email reminders to enrolled customers on a day-of-week schedule.