Managing Customers

4 articles

How customers join

Customers visit your card link, enter name and email, and receive a QR code to save to their phone or Google Wallet.

Viewing customers

Go to Dashboard then Customers to see all enrolled customers with stamps collected, rewards redeemed, and join date.

Stamp history

Click any customer to see full transaction history including staff name and location.

Privacy

Customer names show as first name and last initial only on the public card page.