Customers
Overview
Customers are your external end-customers — the people or businesses you serve. They are distinct from workspace Users, who are your internal staff. Customers are managed at the workspace level — their information is gathered here from your other apps.
Requirements
- Permission to view customers
Steps
Open Customers
Navigate to Customers to see your customer list.
Add a customer
Select Add customer to open the new customer form.
Enter the details
Enter the name and contact details.
Save
Select Save to create the customer.
Notes
Customers are separate from Users, who are your staff. Adding a customer does not grant any access to your workspace.
Customers are global and unique per workspace. Their information is gathered from other applications, such as the Eatabill POS App.
Troubleshooting
If a customer cannot be saved, check that the required name and contact fields are filled in correctly.