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# Customer Profile Page

# Customer Profile Page

## Overview

The **Customer Profile** page provides a detailed view of an individual customer. Restaurant admins can review contact information, customer status, order history, spending, and wallet balance. They can also edit customer details, change the customer segment, activate or deactivate the customer, and add money to the customer's wallet.

## Step 1: Open the Customer Profile

1. Log in to your restaurant dashboard.
2. Click **Customers** in the left sidebar.
3. Find the customer in the table. Use the search box to search by name, phone number, or email.
4. Click the **eye icon** at the right side of the customer's row.

The customer's profile page will open.

## Step 2: Understand the Profile Header

The profile header displays the customer's main information and available actions.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-07-at-24905_pld3tq.png =900x700)

* **Customer name:** Displays the customer's name.
* **Customer type:** Shows the current segment, such as New.
* **Status:** Displays whether the customer is active.
* **Phone number:** Shows the customer's saved phone number, if available.
* **Email address:** Shows the customer's email address. A verification indicator may appear beside it.
* **Joined date:** Shows when the customer joined.
* **Active toggle:** Allows the admin to activate or deactivate the customer.
* **Edit:** Opens the form for updating customer details.
* **Add Wallet Money:** Opens the form for adding money to the customer's wallet.

## Step 3: Review the Customer Summary

Four summary figures appear below the profile header.

| Field | Description |
| ---- | ---- |
| **Total Orders** | Number of orders associated with the customer. |
| **Total Spent** | Total amount spent by the customer. |
| **Wallet Balance** | Current balance in the customer's wallet. |
| **Avg Order Value** | Average order value displayed for the customer. |
These figures provide a quick overview of the customer's ordering and spending activity.


## Step 4: Change the Customer Segment

The customer type appears beside the customer's name.

1. Click the customer type dropdown.
2. Select the required segment from the available options:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-07-at-30907_1s1573g.png =900x700)

1. * VIP
   * Regular
   * New
   * Dormant

* Confirm the displayed selection.

Use the available segments to classify customers according to your restaurant's customer management process.

## Step 5: Activate or Deactivate a Customer

The profile header includes an **Active** toggle.

1. Locate the Active toggle in the profile header.
2. Change the toggle to the required state.
3. Follow any confirmation or on-screen instructions if displayed.

Check the resulting status after making the change.

## Step 6: Edit Customer Details


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-16-at-10907_15r8eg5.png =900x700)

1. Click **Edit** in the profile header.
2. Update the required fields in the Edit customer form.

The visible fields include:

* **Name**
* **Email**
* **Phone number**, including the country calling code

3. Click **Save changes** to save the updated details, or click **Cancel** to close the form without saving.

## Step 7: Review Customer Orders

The lower section of the profile contains two tabs: **Orders** and **Wallet**.

Select **Orders** to review the customer's order history.
The visible order table includes:
* **Order #:** The order reference.
* **Date:** The order date and time.
* **Service:** The service type, such as Pickup.
* **Total:** The order total.
* **Status:** The current order status.
Use this section to review the orders associated with the selected customer.

## Step 8: Review and Manage the Customer Wallet

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-16-at-10918_11k9apb.png =900x700)

Select the **Wallet** tab to view the customer's wallet information.

The wallet screen displays the current balance and provides wallet management options. The visible controls include **Add Money**, **Remove funds**, and settings for wallet limits.

### Add money to the wallet

Restaurant admins can add money to a customer's wallet through the dashboard.

1. Open the customer's profile.
2. Click **Add Wallet Money** in the profile header, or open the Wallet tab and select **Add Money**.
3. Enter the amount in the **Amount (₹)** field. You can also use one of the displayed preset amounts.
4. Select the transaction type:
   * **Top-up**
   * **Bonus**
   * **Credit**
   * **Refund**
5. Enter a note in the optional **Note** field if required.
6. Click **Add Money** and follow any on-screen instructions.

|| Important: Customers cannot add money to their own wallet. Wallet funds are managed by the restaurant admin through the dashboard.


### Wallet limits

The Wallet tab also displays the following settings:

* **Maximum wallet amount limit**
* **Maximum wallet recharge limit**

The screen indicates that leaving a limit blank uses the restaurant default, while entering a value overrides that default for the selected customer.

Review the configured values before saving any changes.

## Important Notes

* Wallet funds are added through the restaurant admin dashboard, not by customers themselves.
* Check the customer profile before changing details, status, or wallet funds.
* Review the amount and transaction type carefully before submitting a wallet transaction.
* The available profile information and wallet controls may depend on the customer's current configuration.

## Quick Checklist

* Open the customer profile from **Customers**.
* Review the customer's contact information and status.
* Check the summary figures.
* Update the customer segment if needed.
* Edit customer details if required.
* Review the customer's order history.
* Open the Wallet tab to check the balance and limits.
* Add wallet money through the admin dashboard when required.