Find a customer

At the counter (Scanner App)#

When a card will not scan, or the customer forgot their phone:

1. Open the Scanner App home screen.
2. Tap Search customers.
3. Search for the customer, for example by name or phone number.
4. Tap the right customer to open their card and continue as normal.

In the Dashboard#

1. Open Customers in the left-hand menu.
2. Use the table to browse, or use My Filters and My Segments to narrow the list. See Customer filters and segments.
3. Click a customer's name to open their profile.

A customer's profile shows their details, the cards they have, their install and referral links, and their transactions.