Customers

Profiles, notes, wallet, family links, tags and segments.

1. Add a customerCreate a customer record with a name and phone, and fill in contact, address, preferences and marketing consent as you learn them.OwnerManagerFront deskApp
2. Import customers from ExcelBring an existing customer list in from a spreadsheet using the template, with duplicates skipped by phone number.OwnerManager
3. Find and filter customers, and use smart segmentsSearch by name, phone or email, filter by status, gender, source and tag, and use the segments the portal keeps up to date on its own.OwnerManagerFront deskApp
4. The customer profileOne page per customer with their visits, spend, dues, wallet, memberships, points, notes, gift vouchers and family.OwnerManagerFront deskApp
5. Notes, allergies and POS alertsKeep formulas, consultations and allergies on the profile, and flag the ones that must be seen at checkout.OwnerManagerFront deskStaff
6. TagsLabel customers your own way, filter by tag, and manage the tag list.OwnerManagerFront desk
7. Wallet and advancesTake money in advance, keep it on the customer's wallet, correct the balance with a reason, and spend it at checkout.OwnerManagerFront desk
8. Family links and shared membershipsLink relatives so a family can share one membership, and see each other's records side by side.OwnerManagerFront desk
9. Block, deactivate or erase a customerThree different actions for three different situations, from a temporary block to a permanent erasure of personal data.OwnerManager
10. Export customersDownload every customer as a spreadsheet for a mailing, a migration or your own records.OwnerManager