Finding customers
The Customers page lists everyone with a card at your business. Beyond search, you can filter by:
- which loyalty card they hold
- lifetime stamps, as a range
- days since their last visit
- how close they are to their next reward
Filters are held in the page address, so a filtered view can be bookmarked or sent to a colleague and it opens exactly as you left it.
One row is a card, not a person
If a customer holds two of your loyalty cards, they appear as two rows.
The count in the header corrects for this and shows real people, so the header and the row count will not match when customers hold several cards. Both numbers are right; they answer different questions.
Notes
Open any customer to add notes. Choose a category (general, preference, complaint, follow-up or service record) and write up to 2,000 characters.
Notes are stamped with the name of whoever wrote them at the time, so renaming or removing a team member later does not rewrite history.
Anyone with Edit customers can add, edit and delete notes, including notes written by someone else. There is no separate delete permission, so grant Edit customers with that in mind.
Notes are per card. A customer holding two of your cards has two separate note threads.
Sending a campaign to a filtered group
Once you have filtered the list, the button above it sends a campaign to exactly those customers. The number shown counts people with an active card, since campaigns never reach archived ones.
This is the most useful thing on the page. "Customers who hold the coffee card, have more than ten stamps, and have not been in for three weeks" is a far better audience than "everyone".
Exporting
Export is owner-only. Team members never see the button, because a file of every customer email is the single most sensitive thing this platform holds.
You can export:
- CSV for spreadsheets
- Excel for a formatted workbook
- JSON for another system
Choose the current filter or all customers. Exported rows are one per person, with their cards summarised in their own columns.
Dates are written in a fixed international format and segment values use their underlying names rather than the screen labels, so a file opens the same way regardless of the language your dashboard is set to.
Handling exported data
An export is personal data. Once it is on your computer it is your responsibility under whatever rules apply where you trade. Keep it somewhere sensible, do not forward it, and delete it when you are done with it.