> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing customers

> View, add, edit, import, and remove customers from your restaurant's customer list in the oFatoura web dashboard.

The customer list gives you a central place to track everyone who has ordered at your restaurant. From here you can add new customers, update their details, review their order history, import a batch from a spreadsheet, and export the full list.

<Note>
  The customer module must be enabled for your restaurant before this section appears in the sidebar.
</Note>

## 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

Staff without the relevant permission will not see the corresponding buttons.

***

## 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

<Steps>
  <Step title="Open the add-customer form">
    Click **Add Customer** at the top of the customer list. A modal form opens.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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 |
    | Email            | Optional; must be unique across all restaurants |
    | Delivery address | Optional; used for delivery orders              |
  </Step>

  <Step title="Save">
    Click **Save**. The customer is added to your list and linked to your restaurant.
  </Step>
</Steps>

<Tip>
  Phone numbers and email addresses are unique across the entire oFatoura platform. If you enter a phone or email that already belongs to another customer, the system will link that existing customer to your restaurant instead of creating a new record. This prevents duplicate customer profiles when a guest visits more than one restaurant on the platform.
</Tip>

***

## Editing a customer

<Steps>
  <Step title="Locate the customer">
    Use the search bar or browse to find the customer row.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Update and save">
    Change any fields you need — name, phone, email, or delivery address — then click **Save**.
  </Step>
</Steps>

***

## 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

Click any order in the list to go to the full order detail.

***

## Importing customers from a spreadsheet

If you have an existing customer list in Excel or CSV format, you can import it in bulk.

<Steps>
  <Step title="Open the import option">
    On the customer list page, click **Import**. A file upload dialog appears.
  </Step>

  <Step title="Upload your file">
    Select your Excel (.xlsx) or CSV file and confirm the upload.
  </Step>

  <Step title="Review the results">
    Once processing is complete, any new customers are added to your list. Rows that match existing phone numbers or emails are linked to those existing records rather than duplicated.
  </Step>
</Steps>

<Warning>
  Before importing, make sure your file does not contain duplicate phone numbers or email addresses, as those fields must be unique across the platform. Rows with conflicting values may be skipped or merged with an existing customer profile.
</Warning>

***

## 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

<Steps>
  <Step title="Find the customer">
    Locate the customer in the list using search or pagination.
  </Step>

  <Step title="Delete">
    Click the **Delete** icon on the customer row and confirm the action.
  </Step>
</Steps>

<Info>
  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.
</Info>

***

## Related

* [Delivery addresses and fee calculation](/customers/delivery-addresses)
* [Managing reservations (web admin)](/customers/reservations-web)
* [Customers and reservations overview](/customers/index)
* [Branch delivery settings](/settings/delivery)