By default, the customer list shows all online and in-store customers from each store, ordered alphabetically by surname (A-Z).

Tap All groups to filter by a specific customer group. Search for a customer by name, email address, phone number and postcode. The Customer, Sales value, Number of orders, Loyalty points, Group and Marketing columns are also sortable.

Tap the Group tab to view the customer group list. The list displays the customer groups and the number of customers assigned to each group. Search by group name.

Tap Customer in the top right of the customer list view to add a new customer. Fill in the customer details, optional notes and opt the customer into receiving marketing communications and the loyalty programme, (not available on the Essential Plan) as required. The first name and surname are mandatory. Tap Save to save the customer.

By tapping on the customer name, you can view:

Tap Save to save any amendments or Delete to delete the customer. The customer will be deleted from the back office, POS devices and eCommerce site.

You can opt a customer into the loyalty scheme from the customer view in both the back office and the POS app. Points for each customer can be manually adjusted in the back office only.

To add or remove points, and to view loyalty point history, tap in the top right and select Loyalty.

Select Store credit to add and remove store credit and to view store credit history.

Select On-account sales to add and remove an account limit and to view on-account sales.

A link to each on-account sale is available in the list. You'll be able to view the PDF invoice from each sale in the back office.

Tap Group in the top right of the group list view to add a new group. Create the customer group then tapSave to save the group.

Tap the customer group to view the group information and a list of customers associated with the group. TapSave to save any amendments orDelete to delete the group. Assigned customers will revert to the default customer group of None.