Customers

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The Customers menu is all about the people who keep your business going: who they are, who keeps coming back, who has drifted away, what they owe, and what memberships, wallets, packages and points they hold.

Many of these lists let you message customers straight away — see Sending SMS and WhatsApp.

Menu item	Guide	When you'll see it
View Customers	View Customers	Always
Repeat Customer › Service / Product / Bill Based	Repeat and Lost Customers	Always
Lost Customer › Service / Product / Bill Based	Repeat and Lost Customers	Always
Appointment Summary › Booking Summary	Appointment Summary	Always
Appointment Summary › Pending Amount Summary	Appointment Summary	🔑 Not shown on the Simple POS plan
Customer Visits By Gender	Customer Insights	Always
Customer Pending Amount / Settlement	Pending Amounts	Always
Customer Memberships	Memberships and Wallets	Always
Customer Wallet Report	Memberships and Wallets	Always
Current Membership Wallet Summary	Memberships and Wallets	Always
Employee Customer Service Summary	Customer Insights	Always
Customer Packages › Package Summary / Partial Pending Summary	Customer Packages	Always
Loyalty Points › Points / Addition / Redeem	Loyalty Points	Always
Zoho Leads or Lead Management	Leads and Bookings	🔑 Zoho Leads if your account is connected to Zoho CRM; otherwise Lead Management
Booking	Leads and Bookings	Always