Customers
Menu path: Sidebar (top) → Customers • URL: /customers
Access: ADMIN, MANAGER, WAITER
Requires: Included in the free core
Purpose
The Customers screen holds your restaurant’s customer records (CRM): name, email, phone, along with each customer’s total spend, total orders and loyalty points. You recognize repeat guests and base your loyalty program on this data.
What’s on the screen
- Summary stats: total customers, total spend, total orders, total loyalty points.
- Search: filter by name, email or phone.
- Customer list: each row shows basic info + spend/orders/points; clicking a row takes you to the customer detail page (
/customers/:id). - Add / Edit / Delete: a new-customer form, editing, and delete with a confirmation dialog.
Customer management is included in the free core, with an unlimited number of records. If a customer name/phone is entered while taking an order in POS, it can be linked to the records; customers who self-pay from the QR menu can also be matched by their phone number.
Tips
- Enter the phone correctly: loyalty points and matching to past orders usually run through the phone number — make entering the customer’s phone in POS a habit.
- Find your most valuable customers: sort the list by spend/orders to identify regulars, and target campaigns at them.
- Combine with analytics: the Customers tab on the Reports screen gives per-period customer analytics; this screen shows the individual record, that tab shows aggregated behavior.
Related screens
- POS — customer name/phone is entered on the order.
- Reports & Analytics — Customer analytics tab.
- QR Menu — loyalty page (
/qr-menu/:tenantId/loyalty).