Customer management
Remember the visit, not just the name.
You recognise a regular at the door, but the person at the counter may be new to the shift. Customer records give the team somewhere to find useful context, without relying on one person to remember it all.
Find the person you’re helping.
Start with the customer list and search for the record you need. Visit and spend information helps put that record in context; the profile gives you a closer look at their activity. It’s useful when a player asks about a previous bill or returns after some time away.
- Search the customer list.
- Open a profile for the recorded customer.
- Review visits and spend together.
Keep the details that help your team.
A useful note is something the next person on shift can understand and act on. Customer profiles provide a place for notes alongside activity and bills, keeping the relevant information with the record rather than spread across a notebook or a conversation.
- Add relevant customer notes.
- Review the activity attached to the profile.
- Find previous bill details when needed.
Separate an individual visit from a wider pattern.
A profile helps you with one customer. Customer Insights helps you review recorded customer activity across a period, including new and returning visitors. Use both views when you want to understand who is coming back and when they tend to visit.
- Use profiles for individual customer context.
- Use insights to review recorded visit patterns.
- Read customer activity alongside station performance.
A familiar face
“We were here last week.”
Find the customer record and open the activity or bill history. You have a place to check the recorded visit, even if someone else looked after them that day.
A few useful details
Before you explore further.
What information is in a customer profile?
Customer profiles include notes, activity and bill history. The customer list also includes visits and spend.
Are customer records the same as a membership programme?
No. The features described here are customer records and activity insights. Memberships are not included in the current feature descriptions.
Take a closer look
See how your day could fit together.
Take a look at the stations, bills and customer records behind a visit.