Manage customers, tags and notes

Customer records help your team identify returning guests and review their relationship with the restaurant. Use the console to maintain contact details, tags and notes in one place.

Add or update a customer

1. Open Customers.
2. Search for the customer first, especially by the contact details you already have.
3. Open the existing record or create a new customer.
4. Enter the name, phone and other relevant contact fields, then save.
5. Open the detail page to review tags, notes and the customer's available account or loyalty information.

Keep useful notes

Use tags for repeatable groups, such as a customer segment your team recognises. Use notes for a short piece of context that does not belong in a contact field. Check the record before adding another customer with a similar name.

Console edits reach the till after Sync. A customer created or updated locally also needs to upload before the console can show that activity.

Access to house-account and loyalty actions depends on the relevant permissions and setup.

Read loyalty settings, tags and reasons and new orders.