Customer profiles and segments

Updated July 4, 2026

The Loyalty & Customers board (part of the Growth plan) is your customer base made visible: every customer with their order count, total spend, last order date, and loyalty standing.

The segments

  • All customers — the full list, searchable.
  • VIPs — your heaviest hitters. Know their names.
  • At-risk — regulars whose ordering pattern is fading; the segment to win back *before* they're gone.
  • Loyalty members — enrolled members with their tier and points.

The customer 360

Open any customer for the full picture — their orders, loyalty membership, and points history in one view. From there you can enroll them in loyalty or adjust points manually with a reason (the make-it-right button after a kitchen mistake: "+200 points — we forgot the naan").

Screenshot coming soon: The customer list filtered to At-risk, with one customer's 360 view open.

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