Help/F&B/Customers, reviews and discount codes
Customers, reviews and discount codes
Know who orders from you, keep your reviews tidy, give a code to a regular, and finish an order properly: refund, receipt and a request for a review.
Screenshots use a fictional business and figures.
Your customers
Open Customers to see everybody who has ordered from your website, and counter customers whose name you took: their phone (tap to WhatsApp), email, how many orders, what they have spent, their last order and their favourite dishes. Search by name, phone or email, and sort by Most recent, Spent most or Most orders. The top shows how many customers you have and how many came back.
Open one to see their orders. Their customer record, where you can keep notes, is the same one in your Contacts. "Spent" counts only money you have received.
Reviews
Every review, with its dish, stars and words. Press Show on website or Hide.
Choose which reviews go on your website by themselves: every one, good ones straight away, or only the ones you approve.
Collected orders with no review yet are listed with Ask for a review: by WhatsApp (words you can change) or by email. Customers who unsubscribed from our emails are not emailed.
Discount codes
Open Discount codes, fill in the code, a percentage or an amount off, and if you like: only certain dishes, a start and end date, and how many times it can be used. The page reads it back in plain words with an example before you press Add this code. A code that has been used can be switched off but not deleted, so your records stay right.
Refunds, receipts and asking for a review
A refund: cancel the order, then open Refunds to settle on Orders. Ask the customer for their PayNow number or type it in, send the money from your bank, and press I have sent it. Send part of it refunds some, and No refund due closes it with a reason. The refund shows in your P&L as money back, and the sale stays.
A receipt or invoice: press Make the receipt on an order, then open it or Email the receipt.
A review: Ask for a review on a collected order.
Questions
Do I keep a separate customer list?
No. Customers are worked out from your orders and your Contacts every time, so there is nothing to keep up to date.
A team member cannot approve a review or make a code. Why?
Those save your shop’s own settings, so the team member needs the Online Shop permission with editing, as well as F&B. They can still see Customers and Orders with F&B alone.
Next: Recipes, ingredients and waste · ← F&B