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. You can search by name, phone, or email. This enables loyalty point tracking and purchase history.
Customer Analytics
View customer analytics including total spend, visit frequency, average ticket, and last purchase date. Go to Customers > Analytics for an overview dashboard.
Unified Contacts
Customers, suppliers, and staff are linked through a unified contacts system. When you update a customer's personal information (name, email, phone, address), it automatically syncs across all roles that person holds in the system.
- View all contacts (customers, suppliers, staff) in one place via Contacts in the sidebar.
- Each contact card shows which roles they have (customer, supplier, user) and which stores they belong to.
- Personal info is always consistent — edit it once, and it updates everywhere.
Cross-Store Customer Search
If you manage multiple stores, use Customers > Cross-Store Search to find customers across all your stores. This is useful for looking up a customer's history at a different location.
Before They Are Customers: The Sales Pipeline
A customer record is for people who have bought, checked in, or been invoiced. Inquiries that have not closed yet — a catering quote request, a walk-in who wants to think about it, a company asking for bulk pricing — belong on the Sales Pipeline (Sales & CRM → Pipeline). A deal there needs only a name and phone; when it is real enough to invoice, one click on Create customer record adds the person to this list and links the deal to them. See Sales Pipeline: Track Leads From First Contact to Closed Deal.
Agreements on the customer profile
The Agreements card on a customer's profile lists every contract they signed (with the signed copy and PDF) and lets you Send agreement to sign by email — useful before a visit, or to chase a sale that went through without a signature. See Customer Agreements.