Customers: Step by Step

Goal

Keep a clear history and improve retention (customers who come back).

In 1 minute (beginner)

• Open Customers
• Search a customer by name or phone
• Open their profile and history
• Follow up personally

Step 1 — Open Customers

Click Customers in the left menu to see your full contact list.

Step 2 — Search a customer

Use the search bar: type the customer's Name, Phone, or Email.

Step 3 — Open their profile

Open the customer profile to see their past orders, total spend, and the date of their last order.

Step 4 — Follow up

Send a message after delivery, or offer a special deal to customers who haven't ordered in 2 weeks.

Tips

• A good follow-up is cheaper than a new customer: take care of your loyal ones.
• Note the customer's preferences in their profile to personalize your messages.