Customers

Use this page to add customers, search your customer database, view profiles and order history, and export records for reporting.

On this page: add customer · view customer · edit customer · export CSV · deactivate customer

Open the screen: Sidebar → User Management → Customers

Registered vs guest customers

This screen is for registered customer accounts. For one-off checkout profiles without a full account, use Guest Customers.

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Customer list

What it does

Shows registered customers with contact details, groups, reward points, and status. Filter the list, then view, edit, or export.

Step-by-step

1. Open User Management → Customers.
2. Wait if the table shows Loading customer data….
3. Use Search, Status, or Created At Location to narrow the list. The list updates automatically when you change a filter.
4. Read the table - ID, Name, Email, Phone, Groups, Reward Points, Status, and Actions.
5. Tap the refresh button (circular arrow) to reload manually.
6. Use pagination at the bottom to change page or rows per page.

Filters

Filter	What it does
Search	Find by name, email, or phone. Placeholder: Search by name, email or phone. Tap X in the field to clear
Status	All, Active, or Inactive (defaults to Active)
Created At Location	All Locations, No Location, or one outlet

What the table shows

Column	Meaning
ID	Customer record ID
Name	Full name
Email	Email address
Phone	Country code + phone number, or - if empty
Groups	Customer group badges, or - if none
Reward Points	Loyalty points balance shown in the list
Status	Active or Inactive badge
Actions	View (eye) and Edit (pencil)

Find inactive customers

Change Status from Active to All or Inactive to see deactivated accounts.

Common mistakes / FAQs

• I see “No customers found.” No one matches your filters. Clear Search or set Status to All.
• I do not see Add Customer or Edit. Ask your administrator for CREATE or UPDATE permission on Customers.

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Export customers to CSV

What it does

Downloads a CSV file of all customers matching your current filters - not only the current page.

Step-by-step

1. Set Search, Status, and Created At Location to match the customers you want.
2. Tap the download button (next to refresh).
3. Wait if the icon shows a spinner.
4. When complete, you see Export complete and the CSV file downloads.

Export needs read access

The download button requires READ permission on Customers.

Common mistakes / FAQs

• Export failed. Try refresh, then export again. If it keeps failing, contact support.
• Wrong customers in the file. Check your filters before exporting - the CSV uses the same filters as the table.

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Add a customer

What it does

Creates a new registered customer with contact details and optional address and groups.

Step-by-step

1. Tap Add Customer.
2. In the Add New Customer dialog, enter Full Name (at least 2 characters).
3. Enter Email.
4. Select Country Code and enter Phone Number (9–10 digits, numbers only).
5. Toggle Active on or off (defaults to on).
6. If you need a delivery or billing address, turn Include Address on and fill every address field (all become required).
7. Optionally select Customer Groups if your organisation uses groups.
8. Tap Save Changes.
9. When successful, you see Customer created successfully and the dialog closes.

Customer fields

Field	Required?	What to enter
Full Name	Yes	At least 2 characters
Email	Yes	Valid email address
Country Code	Yes	+91 India, +61 Australia, +1 USA, +1 Canada, or +64 New Zealand
Phone Number	Yes	9–10 digits, numbers only
Active	No	Toggle off to create an inactive customer
Include Address	No	Turn on only if you need to save an address
Customer Groups	No	Multi-select; section appears only if groups exist in your system

When Include Address is on - all required

Field	Required?
Unit Number	Yes
Street Name	Yes
Postcode	Yes
City	Yes
Province	Yes
Country	Yes

Country code on new customers

When adding a customer, Country Code may default from your organisation’s tenant settings.

Common mistakes / FAQs

• “Name must be at least 2 characters”. Enter the customer’s full name.
• “Invalid email address”. Enter a full email with @ and domain.
• “Unit Number is required” (or other address errors). Turn Include Address off if you do not need an address, or fill every address field.
• I do not see Customer Groups. No groups are set up yet - create them under Customer Groups first.

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View a customer

What it does

Opens a read-only profile with contact details, groups, address, and - when your plan includes it - order and loyalty analytics.

Step-by-step

1. In the table, tap View (eye icon) on the row.
2. The View Customer dialog opens. All fields are read-only - there is no Save Changes button.
3. Scroll through contact details, Active status, address (if saved), and Customer Groups.
4. If available, read Customer Analytics - creation date, location, order counts, order totals, first/last order dates, and loyalty points.
5. Close the dialog with X or tap outside the dialog.

Customer Analytics (view only)

Shown when your subscription includes Customer profiles & order history. You may see:

Card	Meaning
Creation Date	When the customer account was created
From Created Location	Outlet where the account was created
Total Orders Count	Lifetime number of orders
Total Orders Amount	Lifetime order value
First Order Date	Date of their first order
Last Order Date	Date of their most recent order
Total / Available / Redeemed Loyalty Points	Shown when customer loyalty is enabled on your plan

Analytics may not appear

If Customer Analytics is missing or shows a plan message, your tenant may not have the customer profiles & order history or customer loyalty add-on. Contact your administrator.

Common mistakes / FAQs

• “Loading analytics…” stays on screen. Wait a moment. If it does not load, try closing and opening View again.
• Reward points in the table differ from analytics. The table shows the list value; analytics may include more detail when loyalty is enabled.

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Edit a customer

What it does

Updates an existing customer’s contact details, address, groups, or active status.

Step-by-step

1. In the table, tap Edit (pencil icon) on the row.
2. In the Edit Customer dialog, change the fields you need.
3. User Name is shown for existing customers (system-assigned login identifier).
4. Toggle Include Address on or off. When on, fill or update all address fields.
5. Update Customer Groups if needed.
6. Tap Save Changes.
7. When successful, you see Customer updated successfully and the dialog closes.

Address on edit

When you edit an existing customer, Include Address may already be on if an address was saved previously.

Common mistakes / FAQs

• Failed to update customer. Check required fields and try again.
• Address errors after turning Include Address on. Every address field is required while the switch is on.

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Deactivate a customer

What it does

Marks a customer inactive without deleting their record or order history.

Step-by-step

1. Tap Edit on the customer row.
2. Toggle Active off.
3. Tap Save Changes.

Personal data

Only export or share customer data according to your organisation’s privacy policy.

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Permissions

What you need	Why
Customers module permission	See the Customers menu and list
READ on Customers	Export CSV
CREATE on Customers	Tap Add Customer
UPDATE on Customers	Tap Edit (pencil)

View (eye) does not need a separate permission - any user who can open the Customers page can view profiles.

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Related

• Staff and customers overview
• Guest customers
• Customer groups
• Loyalty settings