Customers & loyalty
Build a guest list, see who your regulars are, and reward repeat visits.
1 min read7 guides in this topic
Every guest you save becomes a customer profile — a simple record of who they are and how often they visit. Over time this turns a pile of one-off orders into a list of regulars you can actually recognise and reward.
What a profile holds
- Contact details — name, phone and email.
- Visit history — how many times they’ve come in and when they last visited.
- Total spent — the lifetime value of that guest.
- Loyalty points — points that build up as they spend, so you can offer a reward.
- Notes — anything worth remembering, like a favourite table or an allergy.
- Tags, dietary flags & birthday — searchable labels (VIP, vegan, birthdays) that also show as badges on the POS when the customer is on a check.
- Balance & house tab — store credit and tab spending, covered in Customer accounts.
The customer 360
- Open any customer for a full profile: key numbers, their usual order, notes, and a single timeline of orders, refunds, balance movements, loyalty and reservations.
- The list auto-segments your guests (new, regular, VIP, lapsed) and shows tab aging at a glance.
- Import an existing list from CSV, and merge duplicates safely — history, stats and money follow into the surviving profile.
Where to find it
- 1Open CRM › Customers to see your full list.
- 2Sort by total spent or visits to spot your best regulars.
- 3Open any guest to see their history and add a note.
TipCustomers are saved at the restaurant level, so a regular who visits two of your branches shows up as one person — not two.
Guides in this topic
- Adding a customer and finding them againSave a guest once — from the dashboard or straight from a check — and pull them up in two taps next time.
- Running a house tab (credit limit)Let a trusted guest pay later, up to a limit you set — and see who owes what, and for how long.
- Store credit: deposits, refunds and goodwillPut money ON a guest’s account — a deposit, a refund kept as credit, or a sorry-about-that — and spend it at the till.
- Loyalty points: how they’re earned and spentOne point per unit spent, ten points to the unit when redeemed — and how to adjust or redeem by hand.
- Merging two profiles for the same personWhen a regular has been saved twice, fold the duplicate into the original without losing a single visit.
- A customer’s profile page, explainedWhat each part of the profile tells you, what the buttons at the top do, and why some restaurants see a Delivery card.
- Customer accounts: tabs & store creditLet trusted guests pay on account — house tabs, credit limits and store credit.
Was this helpful?