One customer's history on a single page: their queue visits, ticket purchases, storefront orders and signed documents, grouped by phone, email or name. It is read from the business's own records and shows whether they are a returning customer.
One customer's history on a single page: their queue visits, ticket purchases, storefront orders and signed documents, grouped by phone, email or name. It is read from the business's own records and shows whether they are a returning customer.
See also: Customer book, Customer tag, Returning customer
Continue exploring our knowledge base
A short label a business, or one of its automation rules, puts on a customer. The tag is keyed to the customer's phone or email, so it stays with them when they come back, and one business's tags are never seen by another.
A CSV download of the customer book, or of the filtered view on screen, for the business's own records. It includes the fields the business sees and leaves out internal codes and IDs.
A party the business has served before, recognised by phone number when they join again. Their entry is marked returning with a visit count, they do not count as a new customer again, and the business can give them priority.
A served party's rating of a visit from one to five stars with an optional comment. Only a seated entry can be reviewed, once and within a set window. The comment is shown only to the signed-in owner, in Insights.
A short email the platform sends a business owner at a point in their setup, such as a nudge to put up their QR poster when no party has joined on their own yet. Each send is recorded as sent, skipped or failed, and the owner can unsubscribe.