Guest customers
Use this page to search guest customers - people who checked out with contact details but without a full Customers account - and export matching records to CSV.
On this page: search guest customers · filter by status · export CSV
Open the screen: Sidebar → User Management → Guest Customers
Guest vs registered customers
Guest Customers shows lightweight profiles created during guest checkout. For full accounts with loyalty, groups, and addresses, use Customers.
Guest customers vs Customers
| Guest Customers (this screen) | Customers | |
|---|---|---|
| Account type | Guest checkout profile | Full registered account |
| How records appear | Created automatically from guest checkout | Added in admin or customer registration |
| What you can do here | Search, filter, export | Add, view, edit, groups, export |
| Loyalty & groups | Not managed here | Loyalty points and customer groups |
If someone later registers as a full customer, they may appear as a separate record under Customers.
Guest customer list
What it does
Shows guest profiles with ID, name, contact details, and status. Search and filter the list, then export if needed.
Step-by-step
- Open User Management → Guest Customers.
- Wait if the table shows Loading….
- Enter Search text to find guests by name, email, or phone. The list updates automatically as you type.
- Change Status to Active or Inactive (defaults to Active).
- Tap Clear if shown - resets search and returns status to Active.
- Tap the refresh button (circular arrow) to reload manually.
- Read the table columns below.
- 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 search only |
| Status | Active or Inactive (defaults to Active). There is no All option - pick one status at a time |
| Clear | Shown when search is not empty or status is not Active. Clears search and resets status to Active |
What the table shows
| Column | Meaning |
|---|---|
| Guest ID | Unique guest profile ID |
| Name | Name collected at checkout |
| Email address, if provided | |
| Phone | Country code + phone number, or - if empty |
| Status | Active or Inactive badge |
No row actions on this list
The table has no View or Edit buttons. Guest records are created from checkout flows - use Search and Export for support and reporting.
Common mistakes / FAQs
- I see “No guest customers found.” No guests match your search or status filter. Clear Search or switch Status.
- I cannot find both active and inactive guests at once. Pick Active or Inactive separately, or export each status in turn.
- I do not see Add Guest. Guest profiles are not created from this screen - they come from guest checkout (online, kiosk, or other channels your business uses).
Export guest customers to CSV
What it does
Downloads a CSV of all guest customers matching your current Search and Status filters - not only the current page.
Step-by-step
- Set Search and Status to match the guests you want (or leave defaults for all Active guests).
- Tap the download button (next to refresh).
- Wait if the icon shows a spinner.
- A file downloads (name like
guest-customers-export_YYYY-MM-DD_HHMM.csv). - When complete, you see Export complete.
CSV columns
| Column | Content |
|---|---|
| Guest ID | Same as the list |
| Name | Guest name |
| Email address | |
| Country Code | Dialling prefix when stored |
| Phone Number | Phone digits (spreadsheet-safe formatting) |
| Status | Active or Inactive |
| Tenant Name | Outlet / tenant name when available |
Export needs read access
The download button requires READ permission on Guest Customers.
Common mistakes / FAQs
- Export failed. Tap refresh, then try export again.
- Wrong guests in the file. Check Search and Status before exporting - the CSV uses the same filters as the list.
Personal data
Treat exported guest data according to your organisation’s privacy and retention policy. Only share what policy allows.
What you cannot do on this screen
| Action | Available? |
|---|---|
| Search and filter the list | Yes |
| Refresh data | Yes |
| Export matching rows to CSV | Yes (with READ permission) |
| Add a new guest from admin | No |
| Edit or delete from the list | No |
| Open a guest detail page from a row | No |
For loyalty, groups, or full profile management, check Customers if the person has a registered account.
Permissions
| What you need | Why |
|---|---|
| Guest Customers module permission | See the Guest Customers menu and list |
| READ on Guest Customers | Export CSV |
If the menu or export button is missing or disabled, ask your administrator to check your role.