This guide is written for service businesses. Your business runs in product mode — browse the guides for your business type.

Service Businesses

Managing customers

A profile for every customer with their order history and total spent.

Customer profiles

Customers are created automatically the first time you write an order with their name (and ideally a phone number). The Customers page lists everyone, ready to search by name or phone.

Serving regulars faster

Open any customer to see their full history — every order, status, and note — plus how much they've spent with you in total. You'll recognise the customers, and they'll love that you do.

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