Managing customers

Perkville provides tools for businesses to manage their customer relationships. On the Customers page, business staff can perform a variety of actions to support their loyalty and referral program. These include searching for customers by name or email, adding new customers to the program and inviting customers to join the loyalty program. Additionally, businesses can manage customer emails, transfer details between accounts, view point history and balance, as well as membership details. Staff can manually adjust points for customers, log customer activities, void transactions when necessary, and view and submit referrals. Click on "Customers" in the left-hand navigation menu on the Dashboard to visit this section of the platform.