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Overview

Customer Overview

The customer module allows for a comprehensive customer management system, enabling you to input large amounts of data, view account activity, create memos and more!

Get to the page below via Home Page > Customers

Customer Overview


Adding Customers

This button will allow you to add businesses and individuals to your customer database.

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Print Customer Lists and Information

There are two printer icons in the customer home page.

The icon on the left will print the current list of customers, whereas the icon on the right will print the specific information of a selected customer.

Tip
Add, edit and delete printing templates via
Home Page > Settings > Customers > Print Templates

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Timeline

Tapping the timeline icon will cause a pop-up window to appear, detailing the changes made to the selected customer’s profile.

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Search for Customers

Set search parameters in conjunction with using the search bar to quickly find specific customers.

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Filter Customers

Refine your search by filtering customer information. Tap the icons to change which information appears (e.g. Name, ID, active status, etc...).

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Sort Customers

Tap the sort icon to sort customers by various criterion, in ascending or descending order.

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Loyalty

Tapping this button will show two buttons, Loyalty Program and Punch Cards. Tap the one you wish to see information on, for this specific customer.

Tip
Using the Promotions module, you may set up a Loyalty Program, and create, edit and delete Punch Cards.

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Gift Cards

Tapping this button will allow you to view all the gift cards connected to this customer. You may edit the text on a gift card or cancel existing cards.

For a more detailed guide on customer gift cards, see here

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Memos

Memos allow you to keep a record of all communication shared between you and your customers. They will be stored on the customer’s individual profile, available to be viewed at any time.

For an in-depth guide to adding memos, see here

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Orders

This button allows you to see the selected customers current, past and ongoing orders.

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Account Activity

Tapping this button will cause a pop-up window to appear, showing all activity of the selected customer, including purchases, credit, balance and more. You may print this information within the window by tapping the printer icon.

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Contact

This button allows you to contact the selected customer via email or SMS. For a more in-depth guide, see here.

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