Customer Management & CRM

Go to Dashboard → Customers to see all customers who have placed an order at your restaurant.

A customer record is created the first time someone places an order with their contact information. Over time, repeat orders are linked to the same customer record, building a purchase history.

You can search by name, email, or phone. You can also filter by segment, tag, or marketing opt-in status.

Click any customer to open their full profile. This includes:

Contact information: Name, email, phone. You can edit these directly.

Personal details: First name, last name, birthday, anniversary. Birthday is used for the Birthday email campaign — fill this in when you learn it from regulars.

Preferred contact method: Email, SMS, push notification, or none. This is set by the customer and guides how Wehanda sends communications to them.

Marketing opt-in: Whether the customer has consented to receiving marketing emails. You cannot change this — it is set by the customer.

Acquisition source: How you first acquired this customer — organic, Google ad, Instagram ad, Facebook ad, referral, QR code, walk-in, loyalty signup, or other. This is set automatically or can be manually recorded.

Tags & Notes: You can add free-form internal notes and color-coded tags for your own reference. These are never shown to customers.

Is Blocked: Toggle this if a customer has caused problems and you want to prevent them from ordering again.

Inside a customer profile, you can see all their orders — what they ordered, when, how much they spent, and the order status.

Total lifetime value, number of orders, and average order value are calculated from this history.

Each customer profile shows their current loyalty points balance and their full points history (earned, redeemed, adjusted).

As an admin, you can manually adjust points — add or subtract — from the customer profile. Use this to:

Always leave a note when manually adjusting points so you have a record of why.

Customer dietary flags track known restrictions or preferences:

These can be self-reported by the customer or inferred from their order history. Use them to personalize service — for example, staff can see a customer is nut-allergic and take extra care.

Growth plan customers receive AI-powered insights on each customer:

Churn risk score (0–100%): The likelihood that this customer won't return. Scores above 75% are high risk. Use the Win-Back campaign in Revenue Boost to reach these customers.

Predicted 90-day LTV: An AI estimate of how much this customer is likely to spend in the next 90 days. This helps you identify high-value customers worth investing in.

Segment label: An AI classification of the customer's behavior: Champion, Loyal, At Risk, Hibernating, Lost, One-time, Needs Attention, New Customer, etc.

These scores are updated automatically based on order activity.

Segments let you group customers for targeted actions. Navigate to Dashboard → Customers and look for the Segments section.

You can create custom segments (e.g., "VIP High Spenders", "Birthday Month: June") and manually add customers to them. System segments are created automatically based on AI scoring.

Currently segments are informational — they help you identify which customers to act on in Revenue Boost. Future releases will allow sending campaigns directly to a custom segment.