Customer Profiles
The central record for an individual within the Tiquo CRM
A customer profile is the central record for an individual within the Tiquo CRM. It consolidates identity information, contact details, analytics, memberships, transactions, and relationships into a single view.
Customer profiles allow staff to understand a customer's history, behavior, and activity across the platform.
Each profile acts as the primary reference point for all interactions with that customer.
Profile Overview
The top section of the customer profile displays the customer's key identity and status information.
This includes:
- Customer name
- Email address
- Phone number
- Associated company
- First active date
- Last active date
- Customer number
This section provides quick access to the most important customer details.
Customer Analytics
The analytics panel displays key behavioral metrics for the customer.
These metrics are generated using the platform's analytics engine and provide insight into customer value and activity patterns.
Metrics include:
- Predictive Customer Lifetime Value (CLV)
- Expected Next Order Date Range
- Average Order Value
- Total Orders
- Total Spend
These insights help staff understand customer behavior and identify high-value customers.
Predictive CLV is calculated using a proprietary AI model that evaluates hundreds of behavioral, transactional, and cohort-based signals across the platform.
Memberships
The membership section displays any memberships assigned to the customer.
Memberships may include:
- Personal memberships
- Subscriptions
- Company memberships inherited through company relationships
Staff can assign memberships directly from the customer profile.
Memberships control access to benefits, services, or facilities depending on the organization's configuration.
Profile Navigation
Customer profiles contain multiple sections that organize different types of data associated with the customer.
These sections allow staff to access different areas of customer information.
Available sections include:
- Orders
- Activity
- Parameters
- Addresses
- Notes
- Documents
- Wallet Cards
- Social Graph
Each section stores a specific category of customer data.
Orders, Bookings, and Enquiries
The Orders section provides access to all transactional activity associated with the customer.
This section contains three views:
Orders
Orders represent financial transactions associated with the customer. This includes purchases made through POS systems, online checkouts, or other payment flows.
Each order record includes information such as:
- Order ID
- Date
- Purchased items
- Order total
- Payment status
- Order status
Bookings
Bookings represent time-based services associated with the customer.
Examples include:
- Spa appointments
- Hotel stays
- Table reservations
- Coworking desk bookings
- Event reservations
Bookings are displayed in the customer profile to provide context around customer visits and service usage.
Enquiries
Enquiries represent requests or interest submitted by the customer.
Examples include:
- Booking enquiries
- Service requests
- General enquiries submitted through forms or contact channels
Enquiries allow staff to track inbound customer interest and follow up appropriately.
Activity Timeline
The Activity section provides a chronological record of events associated with the customer.
This timeline helps staff understand the complete history of interactions with the customer.
Activity events may include actions such as:
- Orders created
- Payments processed
- Bookings made
- Enquiries submitted
- Profile updates
- System events
Each event is recorded with a timestamp and the source of the activity.
Parameters
Parameters are configurable data fields associated with the customer.
They allow organizations to store additional structured information on customer profiles.
Examples include:
- Customer preferences
- Internal classifications
- Demographic information
- Operational attributes
Parameters are configured at the organization level and can be referenced across the platform.
Addresses
The Addresses section stores address records associated with the customer.
Customers may have multiple addresses saved on their profile.
These addresses may be used for purposes such as:
- Billing
- Shipping
- Contact records
Staff can add or update addresses directly from this section.
Notes
The Notes section allows staff to store internal notes about a customer.
Notes may include operational information such as:
- Customer preferences
- Important service details
- Internal reminders
- Special requirements
Notes help teams maintain context about customers across different staff members and departments.
When a staff member bans a customer from the customer profile action menu, Tiquo requires a confirmation note. That note is saved to the customer's Notes section without a category, so it appears above the categorized note and task groups as a direct record of why the customer was banned.
Documents
The Documents section stores files associated with the customer.
Examples include:
- Signed agreements
- Membership contracts
- Identification documents
- Waivers or forms
Documents are stored directly within the customer profile to keep records centralized.
Wallet Cards
The Wallet Cards section manages digital wallet passes associated with the customer.
These passes may be installed in platforms such as Apple Wallet or Google Wallet.
Wallet cards can represent:
- Memberships
- Access credentials
- Digital passes
- Loyalty cards
Wallet cards can be scanned to quickly identify a customer and retrieve their profile.
Social Graph
The Social Graph displays relationships between customers.
This network view helps visualize how customers are connected.
Connections may represent relationships such as:
- Colleagues
- Friends
- Relatives
- Acquaintances
- Custom relationship types
Connections can be created manually by staff or inferred automatically by the platform.
The graph helps staff understand customer networks and group behavior.
Customer Actions
The customer profile includes a set of actions that staff can perform.
Examples include:
- Creating a new order for the customer
- Editing customer details
- Copying the customer ID
- Deduplicating and merging records
- Exporting customer data
- Banning a customer
- Deleting a customer
These actions allow staff to manage customer records and perform operational tasks directly from the profile.
Banning a Customer
Banning a customer is available from the customer profile action menu. When staff confirm the ban, they must enter a note explaining the reason for the action.
After the ban is confirmed:
- The customer status is changed to Banned
- The customer is prevented from accessing services and customer-facing account areas
- The ban note is added to the customer's Notes section
- The note is not assigned to a note category and appears above the categorized notes and tasks
This keeps the access decision and the supporting context together on the customer profile.