Your customer list
Customers lists every person who has ordered from you or messaged you on WhatsApp, with how many orders they placed, how much they spent and when they last ordered. Search by name or phone, filter, and call or message them from the row.
- Where
- Customers → My customers
- Plan
- The list and Export start on Lite. The segment picker is Pro. Free has no Customers screen.
- Updated
Use the customer list
Step 1: Open the list and read the summary
Go to Customers → My customers. Four cards sit at the top: Customers, Avg order per customer, Avg amount per customer and Ordered again, which shows the share of buyers who ordered more than once.
Step 2: Search and filter
Type a name or phone number in Search name or phone. Press Filters to narrow by Order type (Delivery, Takeaway, Dine-in, Counter / POS), Channel (WhatsApp, App, Web, Other / in-store) and Used a discount (Any, Discount-dependent, Never used a discount).
Step 3: Read a row and reach out
Each row shows the customer, their segment, Orders, Spent, Avg order and Last order. The WhatsApp and phone icons at the end of the row open a chat or a call. Press the row to open the customer's history.
How customers are counted
- Cancelled orders are left out.
- A customer is matched by their account, or by phone number when they ordered as a guest.
- People who messaged you on WhatsApp but never ordered are listed too, as Enquired, with 0 orders.
- The averages and Ordered again count people who have ordered. Enquirers are left out so they do not pull the averages down.
- The list shows 8 customers a page, most orders first.
- Press Info next to the search box to read what each segment means.
Questions
Why do I not see Customers in my sidebar?
What does Other / in-store mean in the Channel filter?
What does Discount-dependent mean?
Related
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