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Manage my customers

Goal: keep a single record per customer, with their contact details, measurements and order history — no more duplicates across notebooks.

Register a new customer​

On mobile​

  1. From the dashboard, tap + then New customer (or open the Customers tab and use the add button).
  2. Fill in the first name and last name.
  3. Pick the gender (male, female, other) — useful for filtering and for suggesting the right garment types.
  4. Add one or several phone numbers (mobile, WhatsApp, etc.).
  5. Save.

On the web back office​

Open Customers in the menu, then New customer. The form is the same.

Customer list in the back office

Find a customer​

  • Search: type their first name, last name or phone number in the search bar.
  • Filters: filter by gender to narrow the list.

The customer record​

Opening a customer shows:

  • their contact details (editable at any time);
  • their measurement sheets, including older ones — handy for a new order without measuring again;
  • their past and ongoing orders.

Who can see customers?​

Every member of your workshop (owner and employees) sees all customers: a customer registered by an employee at the shop is immediately visible to everyone. Customers are never shared with other workshops.

Frequently asked questions​

Can I delete a customer? Yes, from their record. Careful: this also deletes their measurements and orders. Keeping the history is usually better.

A customer changed their number? Open their record and edit or add the number: the history stays intact.