How do I find and manage my customer list?

Search your customer list as you type, show one group (including the regulars who haven't been back), open a customer's full profile, add a customer (finding them first), import, and export the full list as a CSV.

Your customer list lives under Customers in the dashboard sidebar. Profiles are created automatically when bookings are made (a guest who gives only a UK mobile gets one too, marked Phone only — see the phone-only guide), when a table order is paid, and when someone buys a gift card (online with their email, or at the venue if staff took an email address) — so the list builds itself. You only add someone by hand when you want a profile before their first visit.

Your customer list is on every plan, Free included: searching it, each customer's visits and contact details, staff notes and adding a customer. Tags and segments (the group pills below) and merging duplicate profiles are the customer tools — Available on Plus plan and above, and included with a paid Gift Cards, Loyalty, Tickets or Order & Pay product. Staff can open the page too, but some buttons only appear if their role has the matching permission.

• Click Customers in the sidebar. The figures across the top show how many customers you have, your VIPs, the birthdays on file and the share of customers subscribed to your marketing (VIPs and birthdays need Pro or above; birthdays also come with the Loyalty product).
• To search, type a name, email or phone number into the search box (Name, phone or email) — the matches appear as you type, from two letters. Matching works from the start of the word, so "jo" finds "John" — if you see "Showing the first matches — type more letters to narrow it down", keep typing. Empty the box to go back to the full list.
• To show one group (the customer tools — Plus and above; on Free the row says so instead), click a pill: All, VIP, Regular, Difficult, Allergies, Birthday, Dietary, Family, Seating, Marketing opt-in, any custom tags you've created, and Lapsed. One applies at a time — click it again to switch it off.

Lapsed shows who hasn't been back: your regulars (2 or more visits) who haven't booked or been in for 60 days, most visits first, with when they last booked or came in. The buttons beside the heading change it to 90 or 180 days. Click someone to open their profile. It's free — no Rezo credits.

• To change the order, click Sort: Last booked, Total bookings, Name A–Z (the default) or First booked. A venue that doesn't take bookings sorts by Name A–Z or, with Order & Pay, Last order — and its list shows each customer's orders (or nothing booking-shaped at all) instead of visits, with no Lapsed, Family or Seating pills.
• The list shows 20 customers at a time — click Load 20 more at the bottom to keep going.
• Click a customer and their whole profile fills the page, on every screen size — the same profile you get by clicking their name on a booking, a message, a payment or anywhere else (see the profile guide below). Close it with the cross at the top right (on a phone, the back button at the top left) or press Escape, and you're back on the list exactly where you were — same search, same place in the list.
• To add someone by hand, click Add customer. First search for them, so nobody is added twice — if they're already on your list, click Open their profile; if not, click New customer — skip. Then give their Email (it's the profile's key — or, with no email, a UK mobile number) and First name, and if you like their last name and phone; then allergies, dietary preferences, a birthday (the day and month only — birthdays need Pro or above, or the Loyalty product), staff notes and Mark as VIP (Pro or above). If you run a loyalty scheme and they've agreed, tick Add them to the loyalty scheme. The last step says exactly what will happen — click Add customer. Closing the sheet keeps what you typed.
• To bring customers in from a spreadsheet, click Import — it opens Settings → Data import (*Available on Plus plan and above*, and with a paid Gift cards, Loyalty, Tickets or Order & Pay product).
• To download the whole directory, click Export CSV. The file includes every customer — not just the rows on screen — with name, email, phone, total bookings, last booked date, total orders and order spend (their Order & Pay orders — table, collection and delivery — matched by email), VIP status, allergies, dietary preferences, notes, tags and marketing opt-in status. Exporting needs the CSV export feature (*Available on Plus plan and above*, and included with a paid Gift Cards, Loyalty, Tickets or Order & Pay product) and the customer-export permission, which Owners and Admins have by default, and it asks you to confirm it's you first.

Related: How do I record a customer's preferences, tags and notes? · Why is a walk-in with only a mobile number in my Customers list? · How do I import customers, bookings or staff from a CSV? · How do I handle a customer's data request?