Help Centre Customer Management

Customer Management Overview

The Customer Management section helps you manage your entire customer base in one centralised location. Whether you’re keeping track of frequent visitors, managing credit accounts, or preparing for loyalty programmes, this section gives you the tools to stay connected and organised.

Customers Overview

You can create and update customer profiles, assign them to customer groups (such as General or VIP) and store essential information like contact details.

The full customer list can be exported as a CSV file, making it useful for record-keeping or importing into external marketing platforms.

Whether you’re segmenting by customer type, managing credit eligibility, or preparing for loyalty rewards, this section is your central hub for everything customer-related.

Related Topics

Customer List Page Overview Add a New Customer Edit & Archive a Staff

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