What's in the Customers Tab

Overview

The Customers page helps restaurant admins view and manage customer records. It provides an overview of customer activity, search and filtering options, customer details, and the ability to download the customer list.

Step 1: Open the Customers Page

1. Log in to your restaurant dashboard.
2. Click Customers in the left sidebar.

The Customers page displays summary cards, customer search and filtering controls, and a customer table.

Step 2: Review the Summary Cards

The top of the page displays four summary cards.

• Total Customers: Shows the total number of customers in the list.
• New This Month: Shows the number of customers added during the current month.
• Avg Order Value: Shows the average order value displayed on the dashboard.
• Total Revenue: Shows the revenue figure displayed for your customers.

These cards provide a quick overview of the customer information available on the page.

Step 3: Filter Customers by Segment

Use the filter dropdown above the customer list to display customers by segment.

The available options shown in the dashboard are:

• All: Displays all customer segments.
• VIP: Filters for customers classified as VIP.
• Regular: Filters for customers classified as Regular.
• New: Filters for customers classified as New.
• Dormant: Filters for customers classified as Dormant.

Select the required option to narrow the customer list.

Step 4: Search for a Customer

Use the search box to find a customer by their saved details.

1. Click the search field.
2. Enter the customer's name, phone number, or email address.
3. Review the matching results in the customer list.

Step 5: Understand the Customer Table

The customer table displays customer information in individual rows.

• Customer: Shows the customer's name and initials. A GUEST label identifies a guest customer.
• Contact: Displays the customer's phone number and email address.
• Segment: Shows the customer's assigned segment, such as New.
• Marketing: Displays the customer's marketing preference information, where available.
• Orders: Shows the number of orders associated with the customer.
• Total Spent: Shows the customer's total spending.
• Last Order: Shows the date of the most recent order, or Never when no order has been recorded.

Use these columns to review customer records and identify the customer you need.

Step 6: Open a Customer Profile

1. Find the customer in the table.
2. Click the eye icon at the right side of the customer's row.

The Customer Profile page opens, where you can review the customer's contact details, order history, spending, wallet balance, and available management actions.

For detailed instructions, refer to Customer Profile Page.

Step 7: Download the Customer List

If you need a copy of the customer list:

1. Locate the Download Customers button in the top-right area of the Customers page.
2. Click the button to download the customer list.

Review the downloaded file after the download completes.

Important Notes

• Customer segments can be used to narrow the list to the required group.
• Search using the customer's name, phone number, or email address.
• Customer profile actions are available from the individual Customer Profile page.
• The information displayed in summary cards and table columns depends on the available customer data.

Quick Checklist

• Open Customers from the left sidebar.
• Review the four summary cards.
• Filter by All, VIP, Regular, New, or Dormant.
• Search by customer name, phone, or email.
• Review the customer table.
• Open the customer profile when needed.
• Use Download Customers to download the list.

Updated on: 16/10/2026