Customers, loyalty and gift cards
Customer profiles
Customers (under People) is your contact directory: a searchable list on the left and the selected customer's profile on the right. Search matches name, email, phone and company.
The profile shows the customer's lifetime value from POS sales, repairs booked, loyalty points and open balance, then tabs that pull their records together from across the app:
- Activity: everything below, in one timeline.
- Repairs, Invoices and POS Sales, with shortcuts to start a new repair or invoice.
- Devices: hardware they own (see below).
- Call Log: calls matched by phone number.
- Notes: free-text notes with Markdown and images.
New customer opens the editor. Saving writes only the fields in the form, so editing one detail never overwrites the rest of the record. Import CSV loads contacts in bulk.
If the customer has no client-portal account, Send portal invite emails them one. See Client portal.
Devices
The Devices tab lists a customer's hardware with make, model, type, serial, purchase date and notes. Add a device by hand, link a product from your catalogue, or click Sync from purchases to create device records from the hardware they bought from you. Devices on file can be picked when you book a repair.
Referrals
Switch the list to Referral tracker to rank customers by how many people they referred, and to see how new customers heard about you. Set Referred by on a customer's profile to credit the referrer. Each customer can have a referral code, which staff can type on the Loyalty screen to credit a referral quickly.
Loyalty
Loyalty runs a points programme. Every customer is enrolled automatically.
- Points come from paid invoices at your rate (for example 1 point per $1), a welcome bonus and manual awards.
- Award / adjust adds or removes points with a reason.
- Redeem turns points into store credit at your redeem rate (for example 100 points = $1). Store credit is spent at the POS.
- Tabs cover the overview, points, referrals, reviews and settings: points rate, redeem rate, tiers and referral and review rewards.
Gift cards
Gift Cards keeps the gift-card ledger on the server. The counters show active cards and their total balance (what you owe), redemptions this month and cards issued.
- Issue card: pick an amount, delivery by email or as a physical card, the recipient and an optional message. Tick the promotion flag for a card given with no purchase.
- Sell, redeem and check balances at the point of sale, where a gift card is also a tender.
- Each card's history shows every issue, redemption, reload and adjustment with the running balance.
- Void stops a card being used and keeps its history. Delete removes it and its history for good.
Gift cards scheduled for a later date are emailed by the gift-card job in Scheduled jobs. Preset amounts, limits and the code prefix are in Settings & Secrets › Gift Cards.