What you can do
- View unified profiles: See contact details, purchase history, booking history, and loyalty points in one place, no matter whether the customer checked out in store, online, or through a booking.
- Search and filter: Find customers by name, phone, email, or branch. Filter by last purchase date, total spend, or loyalty tier.
- Edit records: Update contact info, add notes, or link multiple visits to the same profile.
- Track across branches: In multi-branch setups, see which branch a customer visited most, or roll up total lifetime value across all locations.
How customer data flows
Because Zentrix Cloud is one connected admin, a customer record updates automatically:- A sale at the Point of Sale adds an order to the profile and updates total spend.
- A Storefront checkout creates or matches a customer and attaches the online order.
- A Booking links the appointment to the same profile.
- Loyalty points and rewards are attached to the profile and available at any channel.
Exact field labels and filter options may vary depending on your plan and branch setup. Check the in-app UI for the latest layout.
Next steps
Loyalty Programs
Set up earn rates, rewards, and apply loyalty discounts at checkout.