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 provides all the tools you need to stay connected and organised.
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 customers by type, managing credit eligibility, or setting up loyalty rewards, this section is your central hub for everything customer-related.