Can I search for a specific customer on my joe device?
Yes! Whether looking to make a refund, checking on how many loyalty points the customer has earned, or what their last order was, there are several instances in a coffee shop where you may need to search for a customer. The customer database on your joe device is a comprehensive list of every customer who has ordered on joe at your shop.
A CUSTOMER'S PROFILE INCLUDES
- Contact Information - including their name and phone number if your team needs to contact them about the order
- Total spent
- Current joe balance
- Rewards earned
- Order history - tap into an order to view the order receipt, make partial or complete refunds, or reprint a receipt
To access your customer database
- Select the person icon on the left hand menu bar to take you to your customer database
- View your customer database by Name, Date of recent order, and Spend
- Use the search bar in the top right hand corner to search for a specific customer
- Click into the customer to view the entire customer profile