Customers, Members & Loyalty FAQs

Question 1

Where do I see and manage customers?

Accepted Answer

Open Customers to view your customer list with their details and order history, add new customers, and edit existing ones. Customers can be attached to orders at the POS for loyalty and history. Steps: Open Customers in the dashboard. Browse or search the customer list. Add or edit customer details as needed.

Question 2

How do I add or import customers?

Accepted Answer

Add a customer with their name and phone/email from the Customers section. Where available, you can also import customers in bulk via a file upload. Steps: Open Customers → add new. Enter name, phone/email and details. Save (or use bulk import for many).

Question 3

What are members / membership cards?

Accepted Answer

Members are customers enrolled with a membership (often a card) that grants benefits such as member pricing or discounts. Manage members and their cards from the Members section; member benefits apply at the POS when the member is attached to an order. Steps: Open Members. Add/manage members and their cards. Member benefits apply at checkout when selected.

Question 4

How does the advance loyalty programme work?

Accepted Answer

The Advance Loyalty programme lets customers earn and redeem points. Configure earning/redemption rules in the loyalty section and view the loyalty dashboard and customer point balances. Points are applied at the POS when the customer is attached to an order. Steps: Open Advance Loyalty. Configure earn/redeem rules. Track points via the loyalty dashboard and customer balances.

Question 5

Where do I see customer feedback and complaints?

Accepted Answer

Open Feedback / Complaints to view feedback and complaints submitted by customers, so you can review and act on them. Steps: Open Feedback / Complaints. Review the submitted entries. Follow up as needed.