Customers

The Customers module keeps who your guests are: how to reach them, what they must not eat, what they usually order, how often they come and what they spend. Phone numbers, emails, allergies and notes are stored encrypted.

Add a customer

1. Open Customers and choose Add customer.
2. Enter the name, and optionally phone (typed the local way, 077 123 4567, is fine), email, birthday (day and month), allergies, notes and tags.
3. Tick whether they’re happy to get offers by text and by email.

One customer per phone number and per email address.

Find a customer

Search Customers by name, phone or email, and sort by visits, spend or last visit. A customer with allergies has an Allergies badge.

A customer’s page

Allergies come first, then visits, spend, average visit and last visit; their details and offers consent; what they usually order; their Points (with Loyalty); and their latest visits with what they had.

At the till

1. On an order, choose Customer.
2. Search by name, phone or email (searching needs the internet), or choose New customer. Adding works offline.
3. The ticket shows their name and visits, and allergies in red. Tap the name to change or remove them. The receipt says For Kamal Perera.

When the order is paid, it counts as a visit; refunds come off their spend.

Cashiers and waiters can find and add customers; owners and managers can also edit, export and erase.

Export a customer’s data

On their page, Export gives a copy of everything held about them, for a customer who asks.

Erase a customer

Erase removes everything that identifies them (name, phone, email, birthday, allergies, notes, tags, consent), also from past orders. Their visits stay in your figures, tied to nobody. It needs a reason and can’t be undone.