FeaturesPricingBlogPodcastLoginGet Started Free

Managing Customers

Add and manage customer profiles with contact details, order history, and notes.

What you'll learn

  • How to add new customers to BakeOnyx and store their contact information
  • How to view customer details, order history, and spending records
  • How to search, filter, and manage customer notes for better service

Accessing your customer list

To manage customers in BakeOnyx, navigate to the Customers section from your main dashboard. This is where you'll see all your customer profiles in one place.

  1. From your BakeOnyx dashboard, click Customers in the left sidebar
  2. You'll see a list of all your current customers with their names and email addresses
  3. Use the search bar at the top to quickly find a customer by name or email
BakeOnyx customer list showing multiple customer profiles with names and email addresses

Adding a new customer

When you take on a new customer—whether they're ordering a wedding cake or regular weekly bread—you'll want to add them to your system right away.

  1. From the Customers page, click the + Add Customer button in the top right
  2. Fill in the customer's information in the form that appears:
    • Name: Full name of the customer or business
    • Email: Their email address for order confirmations and updates
    • Phone: Contact phone number
    • Address: Delivery or billing address
    • Notes: Any special details (dietary restrictions, preferred flavors, delivery instructions, etc.)
  3. Click Save Customer when you're done
Tip: Add helpful notes when creating a customer profile—things like "prefers chocolate over vanilla" or "always orders Friday mornings" help your team provide better service and can save time during future orders.

Viewing and updating customer details

Click on any customer's name from the list to open their full profile. This is where you'll see everything about that customer at a glance.

Customer detail page showing contact information, order history, total spent, and customer notes

On a customer's detail page, you'll find:

  • Contact Information: Name, email, phone, and address
  • Order History: A complete list of all orders this customer has placed, with dates and amounts
  • Total Spent: A quick summary of how much this customer has spent with you
  • Notes: Any special instructions or preferences you've recorded

To update any of this information, click the Edit button, make your changes, and save.

Note: Customer notes are visible to your entire team, so use them to share important details like allergies, delivery preferences, or special requests that affect how you prepare or deliver orders.

Searching and filtering customers

As your customer list grows, finding the right person quickly becomes important. BakeOnyx makes this easy:

  1. From the Customers page, use the search bar at the top
  2. Type the customer's name or email address
  3. Results will filter automatically as you type
Tip: If you're looking for a customer but only remember part of their name, just type what you remember—the search will find partial matches.

Linking customers to orders and inquiries

Customer profiles automatically connect to their orders and inquiries. When you create a new order or quote request, you'll select the customer from your list. This keeps everything organized and makes it easy to see a customer's complete history with your bakery.

Next steps

Was this article helpful?