Managing Customers

The Customers section in your Online Ordering System allows you to manage your customer database, add new users and view detailed profiles.

To access this feature, log in to your Admin Panel and go to:

Customer Settings > Customers

Key Features

• Add New Customers: Manually create customer accounts for walk-ins, phone orders, or pre-registrations.
• Search Customers: Quickly find customers using their name, email, or phone number.
• Manage Accounts: View detailed customer information, update records, or delete accounts as needed.

Adding a New Customer

To manually add a customer to your system:

1. Click on the Add New button.
2. Fill out all the required fields, including Name, Email, and Phone Number.
3. (Optional) Upload a profile image for the customer.
4. Click Save to create the account.
5. Once saved, the customer will automatically receive an email invitation to set up their login password.

This process ensures customers can securely access your ordering system.

Viewing a Customer Profile

Click the View button next to any customer to open their profile. Here, you will see:

• Personal Information: Name, email, phone number and primary address.
• Custom Notes: Add private notes about the customer (visible only to admins). Useful for VIPs, dietary preferences, or order history reminders.
• Favourite Dishes: Automatically generated list of the customer’s most-ordered items, giving insights into their preferences.

Best Practices

• Keep customer data accurate: Regularly update details such as phone numbers or addresses to avoid delivery issues.
• Use custom notes strategically: Record important customer preferences (e.g., “always asks for no onions”).
• Leverage order history: Use favourite dishes and frequent orders to create personalized marketing campaigns.