Client File

The Client File page shows all details about a specific customer.

This page helps staff understand the customer’s history, preferences, and behavior.

Sections of the Client File

1. Customer Information

Includes:

• Name
• Phone number
• Email
• Delivery address (if used)
• Notes & tags

You can edit this information at any time.

2. Order History

A list of all orders placed by the customer, including:

• Order number
• Order type (dine-in, QR, takeaway, delivery)
• Date
• Total amount
• Payment status
• Quick link to order details

Useful for:

• Tracking frequent customers
• Recognizing VIPs
• Handling complaints with context
• Understanding customer preferences

3. Notes

Staff can write notes about the customer.

Examples:

• “Allergic to peanuts”
• “Prefers terrace area”
• “VIP customer”
• “Always orders double espresso”

Notes are internal only — customers never see them.

4. Tags

You can add descriptive tags:

• “Allergic”
• “Vegan”
• “No onions”
• “Regular customer”
• “Office lunch customer”

Tags make filtering easier.

Learn more →
Notes & Tags

5. Loyalty (Future)

Will include:

• Points
• Lifetime revenue
• Tiers
• Rewards
• Coupons

Related Pages

👉 Client Management
👉 Order Details