Customers — search, register, loyalty, delivery address

This page covers how to search for, register, and manage customers, including the loyalty program.

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Why Add a Customer to an Order?

Linking a customer to an order enables:

• Loyalty points — Customers earn points on every purchase.
• Order history — All orders are tied to their profile.
• Delivery address — Saved addresses auto-fill for delivery orders.
• Marketing — Customers can receive offers and promotions.

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Searching for an Existing Customer

1. On the POS screen, tap Search Customer in the left sidebar.
2. Type the customer's name, phone number, or email.
3. Results appear as you type.
4. Tap the correct customer to add them to the current order.

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Registering a New Customer

If the customer is not in the system:

1. Tap New Customer (or tap Add from the search results with no match).
2. Fill in the customer details:
   • Name (required)
   • Phone Number
   • Email
   • Date of Birth (for birthday offers)
   • Gender
   • Postcode
3. Tap Save.
4. The new customer is automatically linked to the current order.

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Customer Profile

Each customer has a profile containing:

Field	Description
Name	Full name
Phone	Contact number
Email	Email address
Date of Birth	Used for birthday recognition
Gender	Optional
Loyalty Points	Current points balance
Order History	Past orders and totals
Saved Addresses	Delivery addresses
Notes	Internal notes added by staff

To view a customer's full profile:

1. Navigate to Customers in the menu.
2. Search for the customer.
3. Tap their name to open the profile.

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Editing Customer Details

1. Open the customer profile.
2. Tap Edit.
3. Update the required fields.
4. Tap Save.

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Loyalty Program

How Points Are Earned

Customers earn points on qualifying purchases based on the rate configured by your manager (e.g., 1 point per $1 spent).

Points are added automatically when an order is completed and linked to a customer profile.

Checking a Customer's Points Balance

• The loyalty balance is visible on the customer profile.
• The balance is also shown during checkout when the customer is linked to the order.

Redeeming Points at Checkout

1. Add the customer to the order.
2. On the payment screen, tap Redeem Points.
3. The system shows the available balance and the equivalent discount value.
4. Confirm the redemption.
5. Points are deducted and the discount is applied to the order total.

Converting Points to a Gift Card

1. Open the customer profile.
2. Tap Convert Points to Gift Card.
3. Enter the number of points to convert.
4. A gift card code is generated and issued to the customer.

Points Expiry

Points expire after a configured number of days (set by your manager). Expired points are removed automatically.

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Guest Orders

If a customer does not want to provide their details:

• Leave the customer field blank for a fully anonymous order.
• Or enter just a name or buzz number to identify the order at pickup without creating a profile.

Guest orders do not earn loyalty points.

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Delivery Addresses

For delivery orders, a customer address is required.

Using a Saved Address

1. Link the customer to the order.
2. On the order screen, select an address from the customer's saved addresses.

Entering a New Address

1. Tap Add Address on the delivery order screen.
2. Type the address — Google Maps suggestions appear as you type.
3. Select the correct address from the suggestions.
4. The delivery zone and charges are calculated automatically.
5. Optionally save the address to the customer's profile for future orders.

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Customer Rating

Staff can assign a star rating to a customer after each order to track service experience and customer behaviour.

How It Works

• Ratings are assigned by staff — customers do not rate themselves.
• The rating scale is 1 to 5 stars.
• A rating can be set or updated from both the customer profile and the order screen.

Assigning a Rating

1. Open the customer profile or the completed order.
2. Tap the star rating control.
3. Select a rating from 1 to 5 stars.
4. The rating is saved to the customer's profile automatically.

Viewing the Rating

• The current rating is displayed on the customer profile alongside other customer details.
• It is also visible on the order screen when a customer is linked to an order.

Ratings are for internal staff reference only. No automated actions or alerts are currently triggered based on the rating value.

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Customer Groups

Customers can be organised into groups for targeted offers and reporting. Groups are managed by your manager in the back-office settings.