Customers
The Customers section is your venue's full guest database. Every person who has ever registered for your guest list, purchased a pass, or booked a table gets added here automatically.
Customers page with summary cards and customer table
Summary Cards
| Card | What It Shows |
|---|---|
| Total Customers | Everyone in your database |
| Male | Number of male customers |
| Female | Number of female customers |
| Other | Customers who identified as other |
Customer summary cards — Total, Male, Female, Other
Customer Profiles
Each profile includes: Total Spent, Total Orders, Total Guest Lists, Total Visits, Most Valuable Orders, full order history, guest list history, and reservation history.
Customer profile — spending stats, order history, and visit history
Tags & Notes
Apply colour-coded tags (e.g. VIP, Promoter, Bottle Service Regular) and write internal notes (up to 500 characters) visible only to your team.
Tags & Notes on a customer profile — colour-coded tags and notes field
Leaderboard
View your top customers ranked by Top Spending and Most Visited.
Customer Leaderboard — Top Spending and Most Visited rankings
Importing Customers
Bulk upload via CSV, XLS, or XLSX with a 3-step process: Upload File → Map Columns → Review & Import.
Customer import wizard — Step 1: Upload File
Customer import wizard — Step 2: Map Columns
Customer import wizard — Step 3: Review & Import
Birthday Automation
Set up automated birthday messages via Email, SMS, and In-App notifications with customizable templates and scheduling.
Birthday Automation settings — email, SMS, and in-app notification templates
Campaigns
Create Email, SMS, or App Notification campaigns targeted to your customer database.
Campaign creation — choose Email, SMS, or App Notification
Tips
- Check the Leaderboard monthly for VIP treatment candidates.
- Set up Birthday Automation — 5 minutes to set up, runs automatically.
- Tag your customers to segment for targeted campaigns.
- Use SMS Campaigns for last-minute promos — highest open rate.