Customer club

#What it's for

The club gives you your own customer list: who visits, how often, how much they spend and what they order. Your customers join from the menu in a few seconds, with nothing to download, and their data belongs to you. The club is included in your plan.

#How your customers join

The club appears in these places:

• At the bottom of the menu: «[your venue]'s club» (or the hook you write).
• After sending an order and after paying.
• On your info page.
• Through a link or QR code that opens the club directly (for example, the one on the stamp card).
• When booking a table (if you have Bookings): an unticked box, «Also join the [your venue] club (optional)». If they tick it, they also have to tick «I am 14 or older» and they see the club's legal text.

To join, the customer ticks I am 14 or older and chooses how: with the quick sign-in buttons shown (Apple, Google or their mobile with a 6-digit code), or by typing their name and mobile or email and tapping Join. They'll see «You're in the club!».

• Offers have a separate box that is unticked: «I want to receive offers from [your venue]. I can unsubscribe at any time.» If they leave an email and tick it, we send them an email to confirm.
• Below the button they can read who holds their data and where to ask for access, changes or deletion: your legal name and your privacy email (see Privacy).

#Your customers, in the dashboard

In Guests › Customers you see:

• The figures: Customers, New 30 d and Want news (how many want offers).
• A search box: «Search by name, email or mobile».
• Groups: All, Regulars (5 visits or more), New 30 d, Lapsed 30 d+ and Want news.
• Sorting by last order, amount spent, visits or name.
• Each customer with their contact details, visits, orders, amount spent and last order.

#A customer's profile

Tap a customer (or ··· › Open profile) to see everything: how much they've spent, their orders, «Most ordered», their usual table, their bookings and their reviews. From there you can:

• Call them, or message them on WhatsApp or by email.
• Add tags («VIP», «gluten free»…).
• Write Private notes: allergies, preferences, birthdays… Only your staff can see them.
• See when they joined the club and whether they accept news.

#Messaging your customers

In Guests › Customers you have Offers to your members with Send offer. It only reaches people who confirmed they want offers, and you can send one batch every 24 hours.

#Exporting your customers

Tap the download icon (Export CSV). You get a file that opens in Excel or Google Sheets, with name, contact details, whether they accept offers, visits, orders, amount spent and dates. From a customer's profile you can also Export contact to save it on your phone.

#Club settings

In Guests › Customers › Club settings:

• Customer club on: turns the club on or off on your menu.
• Hook to join (optional): a line that encourages people to join, for example «A free coffee on your 5th visit». If you add one, honour it.

#If a customer wants their data deleted

• They can do it themselves: from the club on your menu (or your info page) they have Download my data and Delete my account. Their profile, visits and stamps are deleted; their orders stay, without their name.
• You can do it: in Guests › Customers, ··· › Delete (the bin icon). It asks you first: this can't be undone.

«Customers explicitly agree to have their data stored. If one asks you to delete it, use the bin icon.»

#Tips

• A simple hook works: a coffee, a dessert or a discount on the next visit.
• Check the Lapsed 30 d+ group now and then and send your regulars an invitation.
• With the stamp card, every order from a club member adds a stamp automatically.

#Common problems