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  • Appfront University
  • General FAQ
  • COVID-19
  • FAQ - Before Going Live
  • 👤Account Set Up
    • Customers Export / Import
    • Mobile App Set Up
    • Payment Processors
    • In-Store
    • Tracking: Google Analytics, GTM, Facebook Pixel
    • New Store On-Boarding Checklist
    • Online Ordering
    • order.yourdomain.com
    • Integrations
  • 🎨Design and Branding
    • Image Requirements
    • News Feed - Promotional Layout
    • Design Editor
  • 🛵Delivery Integration
    • Introduction to Dispatch
    • Initial Delivery Setup
    • Connecting 3rd Party Providers
    • Dispatch - 3rd Partys Delivery
    • Delivery Management Tools (DMT)
    • Setting up Delivery Areas
    • Delivery Troubleshooting
  • 📱Become a Digital Restaurant
    • Become a Digital Restaurant
    • Rewards, Loyalty, Auto-Triggers
    • Gift Cards
    • Gift Card - End User Experience
    • Marketing
    • A2P 10DLC SMS text marketing
    • Customers
    • Referral Program -
    • Admin
  • 📟Point of Sale Integration
    • Point of Sale Integration
    • Toast POS Setup
    • Toast Troubleshooting
    • Revel POS Setup
    • Revel Troubleshooting
    • FRS Troubleshooting
    • Speedline Troubleshooting
    • Clover POS
    • PAR-Brink
    • Mapping to Dining Options on Appfront
  • Backoffice
    • Intro to the Backoffice
    • Adding a Visit \ Points to a User
    • Advanced Serving Option Settings
    • Drop Off Configuration
    • Add Portal Users
    • Adding Additional Senders
    • Location Editor
    • Changing a Customers Email or Birthday
    • How to Refund an Order?
    • Removing an Item From a Specific Store
    • Removing a Category from the Menu
  • Campaigns & Coupons
    • Creating Campaigns
    • On Demand / Compensation Campaign
    • Social Campaign / Marketing
    • Life Cycle Campaigns
    • Setting Up a Campaign & Coupon
    • Multiple Items Selector
    • Using items for coupons (with Toast)
    • Setting Up the Campaign's E-mail
    • Advanced E-mail Editing Capabilities
    • Launching a Campaign
    • Campaign Results
    • Attaching Images to Coupons & Campaigns
    • Landing page campaigns
  • Online Ordering
    • Create Link To Order From Specific Branch
    • Set Delivery Hours
    • Dine In & Table number
  • Scanning and Sending from POS
    • Scanning with Revel
  • Store manager view
    • Store Manger View - Preview
    • Basic Location Editor
    • Customer Search
    • Activity Log
  • Loyalty & CRM
    • Revel Loyalty
  • Menu Editor
    • Intro to the Menu Editor
    • Menus
    • Category
    • Item
    • Setup Tab
    • Deals / Promo Codes / Upsales
    • POS Tab - POS Items
    • Toast tab
    • Allergens
    • Translations
  • Old Guides
    • Setting up STAR printers
    • Connecting Doordash Drive
    • Using a Scanner for In-Store
  • Troubleshooting - FRS
    • FRS - Menu Management
    • FRS - Creating New Deal
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  1. Store manager view

Customer Search

Examine Customer List and execute a simple or advanced search to review customer activity

Examine Customer List and execute a simple or advanced search to review customer activity

  • Advanced Search - Perform an advanced search to more accurately select customers. To proceed with search, select from the following features:

    • Top Visitors - Filter the number of Top Visitors you would like to view

    • Visit Hours - Time listed in Military Time (24 hour time)

    • Ordered Item - Search for Specific Item

    • Total Spending - Range of total spent by customer over their entire timeline

    • Purchased Sum - Range total spent from a customer’s individual purchase

    • Performed Action - [Picture of drop down menu]

  • Select a customer from the list. Their information is then displayed to the right of the customer list. Their name, Total Spending, Current Balance, Number of Visits, QR Code, and SMS Code are all listed. Additional actions include:

    • Block User - Block the user from making further transactions

    • Disable User - Use in cases where user changes phone numbers

    • Disable All Gifts - User is still able to order, but does not have access to gifts

    • Customer Tags - Tags are auto-generated from orders to assist in data analysis

    • Timeline Activity - Individual user timelines of purchase

  • Note: Blocked and Disabled items can be reversed if needed. Customer will not be notified of action taken.

Recovering login SMS

It is possible to retrieve the customer's SMS code via the portal. Once the customer will try to login, the SMS code will change. You will be required to reload the customer's profile in order to see the latest code.

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Last updated 5 years ago