Customer notes and flags

Notes and flags help your whole team remember what matters about a customer. Customers never see either.

Flag a customer

Flag a customer when everyone should be careful with them, such as someone with an unpaid balance or a history of disputes. The Flagged tag then shows on their profile, in the customer list, when they're picked at check-in and at the register.

1. Open the customer's profile.
2. Click More actions (the three dots).
3. Click Flag this customer.

It happens straight away. Click Undo on the message that appears if you flagged the wrong person. To clear it later, choose Remove the flag from the same menu.

To see everyone who is flagged, open Customers and choose the Flagged tab.

Add a note

1. Open the customer's profile and choose the Notes tab.
2. Type the note in the box.
3. To attach photos or files, use the file picker under the box.
4. Click Add note.

The note shows your name and when you wrote it.

Pin a note

Pin a note to keep it at the top of the notes. Pinned notes also appear in the quick look when someone clicks the customer in the list, so the team sees them without opening the profile.

1. Find the note on the Notes tab.
2. Click the pin.

Click the pin again to unpin it.

Change or remove a note

You can edit or remove your own notes. Owners and managers can also change notes written by someone else.

1. Find the note and click the pencil to edit it, then Save.
2. To remove a note, click the bin, then Remove. A removed note can't be brought back.

Who can do what

Everyone on staff can flag a customer, add notes and pin them.