Customers · Selling
Who bought what, and one place to say something to them.
Purchases, bookings, waivers and every message you have sent, on one record — with consent that is honoured rather than remembered.
What you get
One customer, one thread: sales, bookings, invoices, texts, campaigns and review requests, in the order they happened.
Duplicates are found and merged deliberately, with the merge recorded — two histories are never quietly collapsed into one.
Email and text consent are separate questions, asked at the counter and answered per customer. A texted STOP suppresses, and only the customer's own START lifts it.
Customers can claim their own account on your website, see their history, fix their details and ask to be forgotten.
An erasure request is a queue the owner works, not a button a stranger presses — and what it keeps is named: sales records, signed waivers, and any credit you still owe them.
How it runs
A regular, over a season.
- 1
Their first visit is a walk-up sale; the cashier adds a name and a phone number at the counter and asks about texts.
- 2
A booking that summer attaches to the same record, with the signed waiver behind it.
- 3
A campaign goes out to the people who opted in; the send, the open and the unsubscribe all land on their timeline.
- 4
They sign in on your website with an emailed link, claim the record that matches their address, and see all of it themselves.
The questions people ask
- Do we have to take a customer's details to ring a sale?
- No. A sale with no customer on it is an ordinary sale. The record exists for the cases where knowing who bought it is worth something — a booking, a waiver, an invoice, a points balance.
- Can a customer be in two places at once?
- A match is on the address, and the claim refuses when two records share one — because handing somebody a stranger's history is worse than asking a human to look. Merging is the deliberate fix, and it leaves a record.
- What happens when somebody asks to be deleted?
- It becomes a request the owner decides. The erasure then removes what identifies them and keeps only what the business must hold: the sales records, the signed waivers, and any store credit they are owed.
Start with Customers switched on.
Every module is part of the same trial — turn on what you need, leave the rest off, and your data exports on any day of it.