See a customer's full profile
Visits, spend, loyalty points, tier and notes for one customer, in one place.
- Open the customer from Customers.
- Tap Full profile: loyalty, visits and notes. You see the Customer profile.
It shows their Visits and Last visit, their loyalty Points and Tier, and your team's notes. If two records were merged, the history of both is here, marked From a merged record.
Give them a wallet card
If your loyalty program is on, tap Wallet card to get a link the customer opens to add their loyalty card to Apple Wallet or Google Wallet. The link works for 30 days; the card keeps working after that.
Till sales without a name are recorded as a walk-in customer: they have no profile or loyalty.