The Customers page lists everyone who joined your card, newest visit first. You can search, filter and open any customer.
How do I find a customer?
- Open Customers in the dashboard menu. The count at the top shows how many customers you have.
- Type in the box Search by first name.
- Use the filters above the list to narrow it down:
- All
- Reward ready: customers with a full card
- Not seen in 30 days
- Card deleted: customers who removed the card from their wallet
- With several cards, choose one card to see only its holders.
- Select a customer to open their details. On a phone the panel fills the screen.
The list shows each customer’s first name, progress on the current card, completed cards and last visit.
What is in a customer’s panel?
- The e-mail, if they gave one, and the date they joined
- Whether they accept news from you
- Their current card, with its progress, and a Reward ready badge when full
- Cards completed, lifetime stamps and last visit
- Recent activity: stamps, welcome stamp, rewards claimed and undone actions, with who did each one
What can I do from there?
Owners and managers can:
- Adjust stamps, with a required reason saved in the history. See undoing a stamp.
- Send an e-mail to the customer.
- Delete customer, to erase their personal data. See deleting a customer.
- Show a QR code to add the card back, when the customer deleted it from their wallet.
Customers who unsubscribed
A customer who unsubscribed or marked an e-mail as spam shows a note with the date, and you can no longer e-mail them. See consent and unsubscribing.