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Managing customers

Keeping a customer list helps you give better service and market more effectively. You'll find this under Customers.

Owners, Admins, Managers & Sellers can manage customers.

Add a customer​

  1. Go to Customers and select Add customer.

Step 1 - Click Add customer

Mobile view

Step 1 - mobile

  1. Enter their name, and contact details like email and phone where you have them.
  2. Click Save.

Step 2 - Fill in customer details

Mobile view

Step 2 - mobile

You can also add a customer during a sale at the point of sale without leaving the checkout.

Edit or remove a customer​

  • Edit - open the customer and update their details.
  • Delete - removes the customer from your list.

Purchase history​

When you attach a customer to a sale, that sale joins their history. Over time you build a picture of:

  • what each customer buys and how often;
  • their total spend;
  • who your best customers are.

This makes it easy to recognise regulars and tailor promotions.

Why attach a customer to a sale?​

  • Email receipts - send the receipt straight to them (see Receipts).
  • History - build the record described above.
  • Marketing - reach customers with offers, including SMS marketing if you've added credits.

Handling customer data responsibly​

Customer details are personal information. A few good habits:

  • Only collect what you need.
  • Give each staff member their own login with the right role, rather than sharing accounts.
  • Honour requests to be removed by deleting the customer.

Omni Store protects this data in the background - for example, customer details are masked in system logs so they're never exposed there.