Customer Profiles

Customer Profiles

Customer profiles in DubLedger store identity, purchase history, and loyalty data. Profiles are derived from transactions and manual entry.

Creating a profile

Automatic creation

• When a customer is attached to a transaction, DubLedger creates or updates a profile from the transaction data.
• Manual ID entry during checkout can populate name, date of birth, ID number, and expiration date.

Manual creation

1. Go to Customers → Add Customer.
2. Enter first and last name, date of birth, phone number, and email address.
3. Enter ID number, ID type, and expiration date.
4. Add internal notes if needed.
5. Click Save.

Profile components

Personal information

• Name, date of birth, address, phone, and email.
• ID details: number, type, and expiration date.
• Medical status, if applicable.

Purchase history

• Complete transaction history.
• Total lifetime spend and average basket size.
• Favorite products and categories based on past purchases.
• Last visit date.

Loyalty

• Flat points balance.
• Points earned and redeemed history.

Notes

• Internal notes visible only to staff.
• Special requests or accommodations.

Searching customers

• Press Ctrl+D in the POS to search by name, phone number, or ID number.
• Results update as you type.
• Tap a result to attach the customer to the current cart.