đź‘Ą Customer Overview
Welcome to your Customer Management hub! Here, you can easily keep track of everyone who shops at your store—whether they’re regulars, first-timers, or VIPs. Managing customers helps you provide better service, offer rewards, and build lasting relationships.
Why Add Customers?
- Personalized Service: Remember birthdays, preferences, and special requests.
- Faster Checkout: Quickly find returning customers for speedy service.
- Loyalty & Rewards: Offer points, discounts, or promos to keep them coming back.
- Better Communication: Send digital receipts, updates, and special offers.
What Can You Do Here?
- Add New Customers: Easily add someone at checkout or from the customer list.
- Edit Customer Info: Update names, contact details, or notes anytime.
- Delete Customers: Remove old or duplicate entries with a click.
- View Customer List: See all your customers in one place, with search and filters.
⚙️ Field Explanations
General Info:
| Field | What it Means | Required | Example |
|---|---|---|---|
| First Name | The customer’s first name | Yes | Maria |
| Last Name | The customer’s last name | Yes | Santos |
| Phone Number | The customer’s contact number (for receipts, updates, etc) | 0917 123 4567 | |
| Gender | The customer’s gender (for personalized service) | Female | |
| The customer’s email address (for receipts, promos, etc) | maria@email.com | ||
| Birthday | Helps you send greetings or offers on their special day | 1990-05-15 | |
| Address | Useful for delivery or customer records (see below for reference) | 123 Main St, Manila |
Address Info:
| Field | What it Means | Required | Example |
|---|---|---|---|
| Address Line 1/Street | The street address of the customer | Yes | 123 Main St |
| Address Line 2/Barangay | The street address of the customer | Yes | Apt 4B |
| City | The city where the customer lives | Yes | Manila |
| State/Province | The state or province of the customer | Yes | Metro Manila |
| Postal Code | The postal code for the customer's address | 1000 | |
| Country | The country of the customer’s address | Yes | Philippines |
You only need a name to get started, but the more info you add, the better you can serve your customers!
đź’ˇ Tips
- Encourage staff to add new customers at checkout.
- Use the notes field for anything special (e.g., “Loves caramel latte”).
- Keep info up to date for smooth communication and service.
- Respect privacy—ask before adding contact details for marketing.
For more information on managing customer relationships, check the documentation or contact support.