Introducing the Customer Tab
The Customer tab in your Vendor Portal gives you powerful insights into who’s ordering from your venue and how often.
Instead of guessing who your regulars are, you can now clearly see:
- First-time vs loyal customers
- Total spend and order history
- How long it’s been since their last visit
This feature helps you understand which customers drive your business — and which ones might need a little extra nudge to come back.
💡 Coming soon: You’ll be able to message customers, send gifts, and track loyalty — all directly from this dashboard.
Understanding Customer Types
Each customer is automatically grouped based on their ordering behaviour:
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One-timer: They’ve ordered once — maybe trying you out for the first time.
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Occasional: Infrequent orders, but not regulars (yet).
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Frequent: They come back regularly — you’re in their rotation.
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Loyal: These are your die-hard fans. High order count, high spend.
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At Risk: They used to be regular, but haven’t ordered in a while.
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Churned: It’s been a long time since their last order — these ones may need a win-back campaign.
Use this data to spot trends and focus your efforts on customers that matter most.
How to Filter and Segment Your Customer List
You can easily find and group customers based on behaviour, spend, or time period:
To filter your customer list:
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Go to the Customer tab in your Vendor Portal
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Use the dropdown filters to segment by:
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Customer type (e.g. Loyal, At Risk)
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Order timeframe (e.g. Last 3, 6, or 12 months)
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Total spend or order count
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This lets you answer questions like:
- Who are my top 10 customers this month?
- How many customers have stopped ordering in the past 6 months?
- Who ordered more than 5 times this year?
💡 Filters can be combined to build powerful customer segment
How Customer Insights Connect to Your Order Manager
Soon, you won’t just see insights in the dashboard — you’ll see them in action during service. We’re working on surfacing customer types in your Order Manager, so you’ll know:
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Who’s loyal (and maybe deserves a freebie)
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Who’s at risk (perfect time to offer a warm welcome back)
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Who’s brand new (make a strong first impression)
This means your staff can personalise the experience in real time — no guessing required.