The customer module must be enabled for your restaurant before this section appears in the sidebar.
Permissions
Access to the customer list and its actions is controlled by four permissions:- View customers — see the list and search
- Add customers — create new customer records
- Edit customers — update names, phone numbers, emails, and addresses
- Delete customers — remove a customer from your restaurant’s records
Finding and browsing customers
Go to Sidebar > Customers to open the customer list. Each row shows the customer’s name, email, phone number, and a count of orders they have placed at your restaurant. Use the search bar at the top to filter instantly by name, email, or phone number. The list is paginated; use the navigation controls at the bottom to move between pages.Adding a customer
Search for the customer
Start typing the customer’s name, phone number, or email address (at least two characters). A dropdown of matching results appears. If you see the customer, select them — this links the existing global customer record to your restaurant rather than creating a duplicate.
Fill in the details
If no match is found, complete the form fields:
| Field | Notes |
|---|---|
| Customer name | Required |
| Phone number | Optional; must be unique across all restaurants |
| Optional; must be unique across all restaurants | |
| Delivery address | Optional; used for delivery orders |
Editing a customer
Open the edit form
Click the Edit icon on the customer’s row. The same form used to add customers opens, pre-filled with the current details.
Viewing a customer’s order history
Click the order count badge on any customer row to open a panel showing every order that customer has placed at your restaurant. For each order you can see:- Order date and time
- Order type (dine-in, pickup, or delivery)
- Items ordered
- Total amount
- Order status
Importing customers from a spreadsheet
If you have an existing customer list in Excel or CSV format, you can import it in bulk.Exporting the customer list
Click Export on the customer list page to download your full customer list as an Excel file. The export includes name, email, phone, and order count for each customer currently linked to your restaurant.Deleting a customer
Deleting a customer removes only the link between that customer and your restaurant. The customer’s global profile — and any history they may have at other restaurants on the platform — is not affected. If you re-add the same phone number or email in future, the system will re-link the same customer record.