Browsing Customers

Overview

When you open the Customers page, you see up to 1,000 profiles for people who have visited your business in the past 90 days, or who had a profile created in the past 90 days. To find someone older than that, use the search form. The search looks across all customers for all time, not just the past 90 days.

Searching Customers

The Search Customers card has four boxes: First Name, Last Name, Email, and Mobile Phone. You can fill in any one of them, or several together. You must type at least 2 characters in at least one box before the search will run.

• Click Apply to run the search.
• Click Clear to empty the boxes and reload the default 90-day list.

Sorting & Paging

The results are sorted by Last Visit, newest first. Click any column header to sort by that column instead. The list shows 25 customers per page; use the page controls under the table to move forward or back.

Customer Rows

Each row shows the customer’s name (with a colored avatar of their initials), email (with a copy icon next to it), Primary Location (only when your account has more than one location), Phone Number, Date of Birth and current age, First Visit, Last Visit, and Profile Created date.

Row Actions

Click the three-dot button at the right end of a row to open a small menu:

• View Profile opens the full customer detail page.
• Send SMS Message opens the messaging panel from the right with this customer pre-selected. Only shown if the customer has a phone number on file.
• Send Email opens the email panel from the right with this customer pre-selected. Only shown if the customer has an email on file.