Customer Management
Create and manage customer profiles, search for existing customers, and view order history.
Customers are the people your store works with. Every wedding member, tailoring client, and rental customer is backed by a Customer record. A single customer can appear in multiple weddings and have multiple orders.
Creating a Customer
Customers can be created in several ways:
From the Customers section
Go to Customers → Add Customer. Enter the customer's name, phone, email, and any notes.
During order creation
When creating any order type, you can create a new customer on the spot if they don't exist yet.
When adding to a wedding
Adding a new wedding party member will create a linked customer record automatically.
Via Store Mode
Staff can enter customer information directly in Store Mode on a tablet, which creates or updates the customer record.
Customer Fields
| Field | Description |
|---|---|
| First Name | Required. Used throughout the app for search and display. |
| Last Name | Optional. Shown alongside first name. |
| Phone | Optional. Used for SMS messaging and customer search. |
| Optional. Stored for reference. | |
| Notes | Free-text notes visible on the customer profile. |
Customer Profile
Each customer has a profile page with tabs for:
Overview
Contact info, linked weddings, and recent activity.
Measurements
Full measurement record with size fields and fit preferences.
Orders
All tailoring, rental, and special orders linked to this customer.
Messages
SMS conversation thread with this customer.
Searching for Customers
Use the search bar at the top of the Customers section to find customers by name or phone number. The search is instant — results update as you type. You can also search for customers when creating orders.
Merging Duplicate Customers
If duplicate customer records exist (e.g., created twice from different entry points), contact support for assistance with merging records. Always search for an existing customer before creating a new one to avoid duplicates.
Tip: When creating an order, always use the customer search first. Creating a new customer when one already exists is the most common source of duplicates.