Managing Your Customer Database

The Customer Management page is your central hub for viewing and managing every customer enrolled in your loyalty program.

Viewing Your Customers

Navigate to Customers from the sidebar to see your full customer list. Each entry displays:

Searching and Filtering

Use the search bar to find customers instantly by:

• Name — partial or full name match
• Email — email address lookup
• Phone — phone number search

Results update in real-time as you type, making it fast to locate any customer during checkout.

💡 Tip: For checkout operations, use the Scan Customer barcode scanner for the fastest lookup — it reads the barcode from the customer's wallet pass.

Customer Detail View

Click on any customer to open their detail dialog with comprehensive information:

Contact Information

• Name, email, phone
• Email verification status
• Marketing consent preferences (email, SMS, push)

Points Summary

• Current Balance — Available points for redemption
• Total Earned — Lifetime points earned
• Total Redeemed — Lifetime points used

Punch Card Progress

• Active punch cards with current punch count
• Rewards available for redemption
• Progress toward next reward

Welcome Offer Status

• Whether the welcome offer was applied
• Redemption status and date
• Offer details (type, value, expiry)

Claims History

A chronological list of all claims submitted by or for this customer, including:

• Claim type (points, punch card)
• Amount and status
• Invoice details (if self-service)
• Photo evidence (if required)

Wallet Pass Status

• Active platforms (Apple, Google, or both)
• Last sync date
• Push notification eligibility

Staff Actions

From the customer detail view, staff can:

1. Add Points — Manually award points with a description
2. Deduct Points — Remove points with a reason
3. Add Punches — Award punch card stamps
4. Redeem Reward — Process a punch card reward redemption
5. Redeem Welcome Offer — Mark the welcome offer as used

📝 Note: All staff actions are logged in the Activity Log with the staff member's name, outlet, and timestamp.

Editing Customer Information

• Owners and admins can update customer name, email, and phone
• Staff members have read-only access to customer details
• Customers can update their own marketing consent via the Customer Portal

Wallet Status Indicators

Quick visual badges show each customer's wallet status:

• 🍎 Apple — Has an active Apple Wallet pass
• 🤖 Google — Has an active Google Wallet pass
• ⚪ None — No wallet pass installed

Customers can have passes on both platforms simultaneously.

Data Privacy

Customer data is protected by row-level security:

• Only authenticated members of your organization can view customer data
• Staff see only customers from their assigned outlets
• All data access is logged for audit purposes

FAQ

Can I export my customer list? Customer data can be accessed via the API for integration with other tools.

Can I delete a customer? Customer deletion is handled through account management. Contact support for bulk operations.

How do I re-engage inactive customers? Use customer segments to identify inactive customers, then create a targeted email campaign to bring them back.