Customers

Save customer profiles, capture delivery quotes with Order Requests, and run a loyalty program.

• How do I save customer profiles?
• What are Order Requests?
• Is there a loyalty program?Pro plan
• How do I add a customer?
• How do I find a customer?
• How do I create an Order Request or delivery quote?
• How do I set the loyalty earn rate?Pro plan
• Do customers earn points on loyalty payments?Pro plan
• Are Customers and order history on Starter?
• Where do I manage loyalty settings?Pro plan