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Managing Customers

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

View Customers

Managing Customers

Your customers are the heart of your bakery! BakeOnyx makes it easy to keep all their important information in one place, so you can provide faster service, remember their favorites, and build stronger relationships.

  • Add new customer profiles with all their contact details.
  • View a customer's complete order history and spending at a glance.
  • Quickly search for existing customers to speed up order taking.

Accessing Your Customer List

To get started with managing your customers, navigate to the Customers section in the main sidebar menu.

  1. Click on Customers in the left-hand navigation menu.

This will take you to your customer list, where you can see all your existing customers. From here, you can add new customers or search for existing ones.

Customer list showing names, emails, and phone numbers.

Adding a New Customer

There are two main ways to add a new customer: from the customer list or directly when creating an order. We'll cover adding from the customer list here.

  1. From the Customers list, click the + Add Customer button, usually found at the top right of the list.
  2. A form will appear. Fill in the customer's First Name and Last Name.
  3. Enter their Email Address. This is important for sending order confirmations and marketing communications.
  4. Add their Phone Number.
  5. If they have a delivery address, enter it in the Address fields.
  6. In the Notes section, you can add any special information about the customer. This could include allergies, preferences (e.g., "loves chocolate croissants"), or even their birthday for special treats!
  7. Click Save Customer to add them to your list.
Note: You can also add a new customer on the fly when you are creating a new order. If you start typing a name in the customer field and they don't appear, you'll see an option to create a new customer profile right there.

Viewing and Editing Customer Details

Each customer has a dedicated detail page where you can see all their information and history.

  1. From the Customers list, click on a customer's name.

This will open their Customer Detail page. Here you'll find:

  • Contact Information: Their name, email, phone, and address.
  • Order History: A list of all past orders placed by this customer, including dates, items, and total amounts.
  • Total Spent: The total amount of money this customer has spent with your bakery.
  • Average Order Value: The average amount they spend per order.
  • Notes: Any notes you've added about the customer.
Customer detail page showing contact info, order history, and total spent.

To edit any of their information, click the Edit button on the Customer Detail page. Make your changes and click Save Changes.

Searching for Customers

As your customer list grows, finding specific customers quickly is essential.

  1. Go to the Customers list.
  2. In the Search Customers bar at the top of the list, type any part of the customer's name, email address, or even phone number.

The list will automatically filter to show only the customers that match your search query. This makes finding the right customer to link to an order very fast.

Tip: Use the search bar regularly! It's the quickest way to pull up a customer's profile when they call or visit, allowing you to instantly access their history and preferences.

Next Steps

Now that you know how to manage your customer profiles, you might want to explore these related features:

The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.

Frequently Asked Questions

How do I add a new customer to BakeOnyx?▾

To add a new customer in BakeOnyx, navigate to the 'Customers' section from your dashboard and click the '+ Add Customer' button. A form will appear where you can enter the customer's name, email, phone number, address, and any important notes regarding their preferences or special instructions. Once completed, click 'Save Customer'.

What information can I see on a customer's profile page?▾

On a customer's profile page in BakeOnyx, you can view their complete contact information, including name, email, phone, and address. You'll also find a detailed order history with dates and amounts, a summary of their total spending, and any specific notes you've recorded. This provides a holistic view of each customer.

How can I update a customer's details in BakeOnyx?▾

To update a customer's information, simply click on their name from the customer list to open their profile page. Then, click the 'Edit' button. You can modify any of the contact details, notes, or other relevant information. Remember to click 'Save' after making your changes to ensure they are applied.

Why are customer notes important in BakeOnyx?▾

Customer notes in BakeOnyx are crucial for personalized service. They allow you to record vital details like dietary restrictions, flavor preferences, delivery instructions, or past special requests. This information is visible to your entire team, ensuring consistent and informed service for every customer interaction and order.

How do I find a specific customer in BakeOnyx?▾

Finding customers in BakeOnyx is straightforward. From the 'Customers' page, utilize the search bar located at the top. You can type in the customer's name or email address, and the system will quickly filter the list to show matching results, allowing for rapid access to their profile.

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