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.

• 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.

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:

2. • 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

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

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:
5. • 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.

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.

Updated on: 16/10/2026