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Growing Your Customer Base

Customer Management lets you view all customers, add new ones, edit information, and link customers to sales for loyalty tracking and analytics.

Why Manage Customers?​

  • ✅ Build customer profiles — Track preferences and history
  • ✅ Enable loyalty — Registered customers get personalized discounts
  • ✅ Better analytics — See spending patterns and repeat visits
  • ✅ Faster checkouts — Select existing customer instead of re-entering details
  • ✅ Follow-ups — Contact customers for reminders and offers

Accessing Customer Management​

  1. Tap "Manage" from main menu
  2. Tap "Customers" (under "Customer Management")
  3. You'll see the Customers List screen

Each customer card displays their name, phone number, total visits, and total spending.

Adding a New Customer​

During Checkout​

  1. Tap "Add Customer" in cart
  2. Go to Customers list → Tap "Add" button
  3. Enter:
    • Name (required)
    • Phone (recommended — enables SMS reminders and receipts)
    • UPI ID (optional — speeds up future checkouts)
    • Address (optional — useful for home services)
  4. Tap "Save"

The customer is now linked to the current cart and available for all future visits.

Converting Walk-ins to Regulars​

When a walk-in customer has a good experience and returns:

  1. Staff says "Let me add you to our system"
  2. Goes to Manage → Customers → Add
  3. Enters name and phone number
  4. The customer is now registered and eligible for loyalty discounts on repeat visits

Tips for Customer Management​

  • ✅ Always get phone — Makes customer findable and enables reminders
  • ✅ Search before adding — Check if customer already exists to avoid duplicates
  • ✅ Accurate names — Spell names correctly for personalization
  • ✅ Add UPI early — Once added, speeds up future checkouts
  • ✅ Protect privacy — Collect phone/address only if needed