Lesson 1 of 5 · 3 min

Your customers

Your customer book: everyone you've added at the till, once each, with their sales, their notes and how often they come in.

  1. Customers

    Customers, under Your day in the menu, is your customer book: everyone you've added to a sale at the till. The same email or phone always joins the person already there, so nobody's in it twice. Search by name, email or phone.

  2. Quick filters

    The quick filters above the list each show a count: Everyone, Regulars who've been in twice or more, New this month, Not been back for those who haven't been in for 60 days, and Not bought yet for people who've written to you but not bought.

  3. A customer's page

    Open someone for their story: how to reach them, notes for the team, every sale with its receipt, what they've spent and when they last came in.

  4. Erasing a customer

    If someone asks you to delete what you hold about them, an owner or admin opens their page, presses Erase this customer's personal data and types ERASE. Their name, email, phone and notes go for good. Their sales stay, as "Erased customer", because the law has you keep your accounts for about six years.

Try it

Opens Register. You'll be asked to sign in first; new businesses get a free week, no card needed.

Filter your customers

Quick check

2 quick questions. Pick an answer and Reggie will tell you how you did.

1. Amy gives the same email at the till as last month. What happens in the book?
2. Someone asks to be erased. What happens to their sales?

Try it in Register, free for a week

Every lesson's Try it opens the real page, with Reggie pointing the way.

Start your free weekSign in

Free for the first week · no card needed · £5 a month afterFree for the first week · no card needed · Rs 1,500 a month afterFree for the first week · no card needed · $6 a month after