Daily Operations

Customer Help

Use this when a team member needs customer context before calling, texting, or serving a guest.

Open customer help in app

Search customer profiles

The customer workspace helps the team find a person by name or phone and see recent activity before taking action.

  1. Open Customers from the workspace navigation.
  2. Search by customer name or phone number.
  3. Open the customer profile to review visits, messages, and feedback.

Choose the right follow-up

Use customer history to decide whether to send a reminder, reply to feedback, or update the profile before the next visit.