Customers and loyalty

Overview

• Customer tools help businesses recognise regular customers, group customers, and review loyalty logs when the loyalty feature is enabled.

When to use this

• Use customer profiles for loyalty, order history, customer groups, and store-managed customer service notes.

Step-by-step

1. Create or find the customer profile.
2. Check contact details before saving changes.
3. Assign customer groups if your business uses them.
4. Review loyalty logs when investigating points or rewards.
5. Link the customer to an order from POS or the order detail screen when appropriate.

Common mistakes

• Do not create duplicate profiles for the same customer if a profile already exists.
• Do not promise loyalty benefits unless the feature is enabled and configured for the business.

Troubleshooting

• If loyalty pages are not visible, check whether loyalty is included in the current plan.
• If a customer cannot be found, search by a different detail such as name, phone, or email.