Your customer list

The Customers page is your guest list. It fills itself from ticket orders, table bookings, chats, and imports.

Find a customer

1. Go to Customers.
2. Use Search to find a guest by name, email, or phone.
3. Narrow the list with Sort by, Min Spend, Tags, Rating, or Date Added. On a phone, tap the filter button next to Search.
4. Click Clear filters to reset.

Open a profile

1. Click a customer. Their profile slides in.
2. See their contact details, tags, and what they spent on tickets and tables.
3. Switch between the Reservations, Tickets, and Chats tabs to see their history. Click an item to open it.

To fix a name, email, or phone, hover over it, click the pencil, type the new value, and press Enter.

At the bottom of the profile, Delete Customer takes the guest off your list. Owners also see Erase Personal Details, which permanently removes their details from past orders and chats. See Import and export customers.

Tag a customer

Tags help you spot regulars, VIPs, or guests to watch.

1. In the profile, click + beside the tags.
2. Pick a tag, or type a new name and press Enter.
3. Click the x on a tag to remove it.

With Full Access, you can also rename, recolor, or delete tags from the tag list. These changes apply to every customer with that tag.