Managing Customers

The Customers module helps you understand who buys from you, what they bought, and how to follow up so they come back.

In 1 minute (beginner)

• Open Customers
• Search a customer by name, phone or email
• Open their profile and order history
• Tag them and follow up personally

Step 1: Open Customers

Click Customers in the left menu to browse your full customer list.

Step 2: Search a customer

Use the search bar and type the customer's Name, Phone or Email, then click the customer to open their profile.

Step 3: Review their history

Check the customer's past orders, total spend, the date of their last order and any notes left by your team.

Step 4: Tag and segment

Tag customers (VIP, New, Inactive) so you can target them with personalized messages and offers.

Step 5: Follow up

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

Tips

• Following up with past customers is cheaper than finding new ones.
• Note each customer's preferences in their profile to personalize your messages.