Customers

The customer list shows all customers of your shop — including their point balance, if they have one.

Columns shown:

• Name
• Customer number
• E-mail
• Points balance

The Customer group filter in the sidebar narrows the list; the search field finds customers by name, customer number and e-mail address.

The stacked icon at the top right of the table lets you show and hide columns and switch between compact and expanded view.

Customer details

Open the detail view through the … menu of a row and View. It shows the contact data, account status, customer group, language and customer number, plus the customer's points balance and booking history.

Crediting and deducting points manually

There are two ways to the booking dialog:

• in the customer list through the … menu and Edit points,
• in the detail view through the Book points link below the balance.

In the Credit/Deduct points dialog you enter a Reason and the Points. A minus sign deducts points, for example -100. Apply activates the booking immediately and updates the balance.

Manual bookings fire the Flow Builder trigger Bonus points changed, so you can notify the customer by e-mail automatically — see Flow Builder and rules.

The points account in the storefront

Customers see the same state in their account under Points account, with the tabs Booking history and Points status. If the expiration e-mail is enabled and customers may unsubscribe, they manage their subscription there as well.