Adding & Organizing Customers

The Customers page is your address book and memory. Each customer holds their name, phone, email, location, where they came from (source) and free-form notes — plus every order, payment and follow-up you have ever logged for them.

• Add customers one at a time with the New Customer button, or import a spreadsheet.
• Search and filter by name or source; on the Pro plan you can also sort by “needs a nudge” to surface customers going quiet.
• Open a customer to see their full history and message them on WhatsApp in one tap.

Tip: record the source (Instagram, referral, walk-in…) when you add a customer — the reports page later shows you which sources actually turn into sales.