Customers and loyalty points

Your customer list

Guests who leave a phone number or email when they order are added to Customers. Their visits and spend update when orders are completed.

1. Open Customers.
2. Search by name or phone, or choose Add customer to add someone by hand.
3. Open a guest to see their visits and whether they agreed to marketing messages.
4. Make a segment. Under Segments, save a group of guests, such as people who visited this month, to use in campaigns.

Use Erase this customer's data if a guest asks you to remove their data.

Loyalty

Loyalty rewards repeat guests with points.

1. Open Loyalty. Find a guest by phone number.
2. See their points and history.
3. Redeem points as money off, or give a reward.
4. Adjust points by adding or removing them, for example to fix a mistake. A reversal gives the points back.
5. Set the rules under Settings > Loyalty: how many points a guest earns, your rewards and optional tiers.

Related

• Marketing campaigns and automations
• Offers and coupons