Understand customer history

Open a customer profile

Search by name, email, phone, order number, or loyalty identifier. Confirm you have the right person before discussing order history or changing contact details.

Read the journey

The timeline brings together completed orders, locations and service formats visited, refunds, loyalty activity, and approved communications. Use it to understand the relationship—not to make assumptions from one order.

Useful questions to answer

• Is this a first-time or returning customer?
• Which location, truck, pop-up, or event do they return to?
• Which ordering channel do they prefer?
• Is there an unresolved service issue?
• Has the customer consented to marketing messages?

Use customer data responsibly

Only access customer details for a legitimate service or business purpose. Respect communication preferences, avoid copying personal data into notes, and follow your organization’s privacy and retention policies.