View Customers
Your complete customer list — everyone who has ever been billed or registered at any of your stores.
How to open it: Customers › View Customers
What you'll see
| Column | Meaning |
|---|---|
| Store Location | Where the customer registered |
| First Name / Last Name / Gender | Who they are |
| Phone / Email / Address | How to reach them |
| Birthday / Anniversary | Great for sending wishes. Shown as day and month only, because the year is often a guess |
| Membership | Any membership they hold |
| Last Visit | When they last came in |
| Total Revenue | How much they've spent in total (the footer shows the average) |
| Total Bills | How many times they've been billed |
| Unsubscribed | Ticked if they've asked not to receive promotional messages |
| Age Group | The age group saved on their profile |
| Customer Type | How they found you — see Customer Registration Sources |
| Details | Opens the customer's history of services and products |
Above the list, the Birthday and Anniversary boxes find who is celebrating soon: choose Today, Next 7 days, Next 30 days, This month, Next month or a particular month. Only the day and month are compared.
You can also use the filters in the list itself, for example to find customers who haven't visited since a certain date. See Working with Lists for filtering, grouping and exporting.
Messaging customers
Click a row or tick its box to select customers — the count of Selected customers is shown above the list. Then use Send SMS or Send WhatsApp in the toolbar (and Send Built-in SMS, if it's on for your account). See Sending SMS and WhatsApp.
Emailing yourself the customer list
🔑 If Customer Data Export is switched on for your account, you'll see a Mail Customer Data button. It sends the full customer list to your registered email address.