Your customer list

See and export the guests who've signed up on the POS, with their phone numbers and emails.

The customer list is everyone who has signed up as a loyalty member on the POS: their name, phone number and email (if they gave one). Use it to look someone up, or export it for a mailing.

#Where customers come from

Guests are added on the POS when a server taps Loyalty in an order and types a phone number that isn't on file yet. The POS asks for the guest's name, then their email, and signs them up. See Gift cards and loyalty.

#See the list

1. In the back office, go to Customers.
2. The Customer List shows each guest's Name, Phone Number and Email Address, A to Z by name.
3. To find someone, type any part of their name or phone number in Search name or phone.

The customer list

#Export it

• Export CSV saves the list as a spreadsheet file (customers.csv) you can open in Excel or load into a mailing tool.
• Export PDF opens a printable Customer List. Use your browser's print screen to print it or save it as a PDF.

Both export what's showing, so search first if you only want some guests.

#Good to know

• To see each member's points, go to Customers > Loyalty. Gift cards are under Customers > Gift Cards. See Gift cards and loyalty.