A customer's history
Press a customer in the list to see everything you know about them: lifetime spend, how often they order, every order with its items, what they usually order and, if you run loyalty, their points balance.
- Where
- Customers → My customers → a customer
- Updated
Read a customer's page
Step 1: Open the customer
In Customers → My customers, press a row. At the top you see their name, a Repeat or First order tag, their phone and when they first ordered. Call and Message buttons open a call or a WhatsApp chat.
Step 2: Read the five figures
Orders, Lifetime spend, Average order, Orders a month and Last order. Orders a month shows a dash until the customer has at least a month of history.
Step 3: Go through the orders and habits
Order history lists each order with its number, type, status, items, total, date and time, ten to a page. What they order shows their six most ordered dishes. Details gives their usual order type, usual time, how they pay, how they order and the last address.
Good to know
- Orders are found by phone number, so a guest order and a signed-in order from the same phone show together.
- The page shows up to the latest 100 orders for that customer.
- If the customer is a loyalty member, a Loyalty card shows their Balance, Earned and Redeemed points and their latest entries. See Manage loyalty members.
- Cancelled orders are left out.
- A person who only messaged you on WhatsApp has no orders, so the page shows No orders on record for this number.
Questions
Why does the Orders figure here differ from the list?
Can I add a note to a customer?
Where do the dish names come from?
Related
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