See and use your customer details

Everything a customer fills in on your signup form is saved to their profile, ready for you and your team to use.

Where to find it

1. Open the dashboard.
2. Go to Customers.
3. Open a customer to see their profile, including every detail they shared, such as phone, last name, favourite order, and any custom fields.

Your team sees the same details in the FaveCard mobile app, so whoever is serving can greet a regular by name and offer their usual.

Edit a detail

You can correct customer details yourself, for example a phone number a customer typed wrong on the signup form. Customers can’t change these details themselves.

1. Go to Customers and open the customer.
2. Find the detail. Phone and last name are under Personal Information; favourite order and custom fields are under Details.
3. Click Edit, change the value, and click Save.

This is handy when a regular tells you something new at the counter. Extra details such as phone, last name and custom fields are part of the Business plan and the free trial.

Export to CSV

You can export your whole customer list, with the details you collected, to a CSV file from the Customers page. Use it for your own records or to plan a campaign. CSV export is part of the Business plan and the free trial.

Put it to work

• Greet regulars by their full name.
• Offer a customer their favourite drink or dish without asking.
• Remember allergies or preferences that make service feel personal.
• Use anniversaries and birthdays as a reason to reach out.

The details you collect are what turn a first-time visitor into a regular who feels known.