Customer Management
View and manage your customer base from the TypeMenu dashboard. Track customer orders, spending patterns, and engagement to better understand and serve your customers.
View and manage your customer base from the TypeMenu dashboard. Track customer orders, spending patterns, and engagement to better understand and serve your customers.
Accessing Customers
From the Dashboard
- Click “Customers” in the main navigation
- View your customer list with key metrics
Quick Stats
At the top of the customers page, you’ll see:
- Total Customers: Number of registered customers
- Verified Email: Customers who have verified their email address
- Total Orders: Combined orders from all customers
- Active Customers: Customers who have ordered recently
Understanding the Customer List
Customer Information
Each customer in the list displays:
- Name: Customer’s full name
- Email: Email address
- Phone: Phone number (if provided)
- Verified: Email verification status
- Orders: Total number of orders placed
- Total Spend: Lifetime spend amount
- Average Order: Average order value
- Last Order: When they last ordered
- Default Address: Saved delivery address
- Joined: Account creation date
Searching Customers
Use the search box to find customers by:
- Name
- Email address
- Phone number
Viewing Customer Details
Click any customer to view their full profile.
Customer Profile
- Full name
- Email address (clickable to send email)
- Phone number (clickable to call)
- Email verification status
- Account creation date
Order History
- List of all orders from this customer
- Order numbers, dates, and totals
- Order statuses
- Click any order to view full details
Customer Metrics
- Total orders: Number of orders placed
- Lifetime spend: Total amount spent
- Average order value: Typical order size
- Last order date: Most recent activity
Saved Addresses
- Default delivery address
- Additional saved addresses
- Address used for recent orders
Customer Types
Registered Customers
Customers who created an account on your storefront:
- Can log in to their account
- View their order history
- Save delivery addresses
- Faster checkout experience
- Appear in your customer list
Guest Customers
Customers who checked out without creating an account:
- No account created
- Order details saved with the order only
- Do not appear in the customers list
- Can be encouraged to create accounts via storefront settings
Customer Engagement
Order Frequency
Monitor how often customers return:
- First-time customers
- Repeat customers
- Regular customers (multiple orders)
Spend Patterns
Track customer spending:
- High-value customers (large orders)
- Frequent small orders
- Average order values
Recent Activity
- Last order date shows engagement level
- Identify inactive customers
- Spot your most loyal customers
Customer Communication
Contact Options
From the customer profile, you can:
- Send email: Click the email address
- Call: Click the phone number (if provided)
Order Notifications
Customers receive notifications based on your settings:
- Order confirmation emails
- Status update emails
- Ready for collection/delivery notifications
- SMS notifications (if enabled and quota available)
See the Notifications Guide for configuration options.
Customer Accounts on Your Storefront
Guest Checkout Setting
Control whether customers can order without creating an account:
- Go to Settings → Ordering
- Open the Fulfilment section and toggle “Allow Guest Checkout”
- When enabled, customers can order without an account
- When disabled, customers must create an account to place orders
Customer Account Behaviour
- Guest checkout enabled: Customers can order as guests (providing name and email) or create an account
- Guest checkout disabled: All customers must register and log in to place orders
Recommended Configuration
- Guest checkout enabled (default): Maximum flexibility - customers can choose whether to create an account
- Guest checkout disabled: Encourages customer registration and enables better order history tracking
Privacy and Data
Customer Data Storage
TypeMenu stores:
- Contact information (name, email, phone)
- Delivery addresses
- Order history
- Account creation date
Data Access
- Customers can view their own data via their account
- You can view customer data in your dashboard
- Data is isolated to your business only
Deleting Customer Data
If a customer requests data deletion:
- Contact TypeMenu support
- We can remove customer accounts while preserving order records
Permissions
Access to customer management requires the appropriate permissions:
| Permission | What It Allows |
|---|---|
| View Customers | See the customer list and profiles |
If you can’t see customers, contact your account administrator to request access.
Best Practices
Building Your Customer Base
- Enable accounts: Encourage customers to register
- Make it worthwhile: Registered customers get faster checkout
- Keep data accurate: Verify contact information is correct
Customer Retention
- Review order frequency: Identify customers who haven’t ordered recently
- Identify VIPs: Know your highest-spending customers
- Monitor new customers: Track customer acquisition
Communication
- Personalise: Use customer names in communications
- Be responsive: Reply promptly to customer enquiries
- Follow up: Thank customers after orders
Related Guides
- Orders - View and manage orders
- Notifications - Configure customer notifications
- Ordering Settings - Enable/disable customer accounts
- Deals - Create promotions for customers
Troubleshooting
Customer Not Appearing in List
- Guest checkout customers don’t appear in the list
- Only registered customers with verified emails appear
- Check if the customer created an account
Can’t View Customer Details
- Verify you have “View Customers” permission
- Contact your account administrator for access
Duplicate Customers
- Customers may have registered multiple times with different emails
- Each email address creates a separate customer record
- Order history is linked to the email used at checkout
Customer Can’t Log In
- Advise customer to use “Forgot Password” to reset
- Check the email address matches their account
- Verify their account hasn’t been deactivated
Understanding your customers helps you serve them better. Use the customer list to track engagement, identify your best customers, and build lasting relationships that keep people coming back.