Overview
The Customers module gives you a searchable directory of everyone who has ordered from your restaurant. Customer records are created automatically when an order is placed (POS, QR, kiosk, or customer portal). You can also add customers manually. Go to Restaurant → Customers.
Customer List
The list shows all customers linked to your restaurant, sorted alphabetically by name. Use the Search bar to filter by name, phone number, or email address. The list paginates at 15 records per page.
Adding a Customer Manually
- Click + Add Customer.
- Fill in:
- Name (required)
- Phone (optional, but needed for loyalty lookup in POS)
- Email (optional, used for order confirmation emails)
- Address (optional, used for delivery orders)
- Click Save.
Manually added customers can be looked up in the POS by phone number to attach orders to their account and earn loyalty points.
Customer Profile Page
Click any customer row to open their full profile. The profile shows:
Summary Cards
- Total orders placed and total spend.
- Current loyalty points balance.
- Referral code and number of referrals made.
Order History
A paginated list of all orders from this customer with items, total, status, and date. Click any order to expand the item breakdown.
Reviews
All reviews the customer has submitted for your restaurant, with the star rating, comment, and the order it was linked to.
Loyalty Transactions
The last 50 loyalty point events for this customer, showing type (earned, redeemed, birthday bonus, referral bonus), amount, and the linked order where applicable.
Editing a Customer
On the customer list or profile page, click Edit to update name, phone, email, or address. Phone number changes affect loyalty POS lookups immediately.
Deleting a Customer
Click Delete on the customer row. This permanently removes the customer record. Their past orders remain in the system but will show as unlinked (no customer name). Use with caution.
How Customers Are Created Automatically
| Source | When the record is created |
|---|---|
| POS (lookup by phone) | If the phone number is not found, staff can create a new customer during checkout. |
| Customer portal registration | When a customer completes phone OTP signup and fills in their profile. |
| QR / kiosk ordering | When a guest enters their name and phone during the order flow. |
| Reservation booking | When a reservation is created with a phone number not already in the system. |
Frequently Asked Questions
Can two restaurants share the same customer record?
No. Each customer record is tied to one restaurant. If a customer orders from multiple restaurants in the same Estackly platform, they have a separate record per restaurant. The customer portal dashboard shows all their accounts in an "Other Restaurants" section so they can switch between them.
How do I find a customer who placed a QR order without giving their name?
Search by phone number. QR and kiosk orders require the customer to enter their phone, so they will be findable by number.
Can I export the customer list?
Customer export is available via the Reports module. Go to Restaurant → Reports and look for the customer export option.