Customers

Find a customer, check their points and add a new one.

1In the left-hand menu open “Customers”.
2Type their name, email or phone in the search box.
3Press the three dots on their row and choose “View Details”: you see their rewards and history, and can “Assign Points” or “Redeem Reward”.

Adding a customer: press “Add Customer”, type their “Phone Number” and the “Amount Spent ($)”, and press “Assign Points”. They are registered with their first points.

The “Assign Points” window with phone and amount spent

The owner, admins, managers and staff see the customer list. The Employee role does not, but can look up a customer from “Scan QR”.