Skip to main content

How to view a customer's complete profile

S
Written by Seba de Welcome Back

Each customer's profile shows you everything you need to know about their relationship with your business: points, visit history, rewards, and contact details.

Go to Customers in the Dashboard menu and search for the customer by name, email, or phone number. When you click on their name, their full profile opens.

In the profile you'll find: their current points balance, the level they're at (New, Regular, or VIP), their transaction history, the rewards they've earned and redeemed, and their contact information. From there you can also send them a direct notification or adjust their points if necessary.

Have more questions? Send us a message in this chat and we'll help you out.

Did this answer your question?