Customers

Customers are the core entity in the Tiquo CRM. A customer profile represents an individual person who interacts with your business.

Customer profiles store identity details, contact information, activity history, and relationships. They act as the central record linking together orders, bookings, enquiries, memberships, wallet cards, and other operational data.

Each customer has a unique identity within the organization and a complete timeline of their interactions with the business.

Navigating to customers

The Customers entry in the main sidebar opens the Customers list page.

Filtering customers

Select the search/filter icon above the Customers table. Search by name, email, or customer number, or choose Add filter for Customer status, Membership, and configured customer fields. If a phone search returns no match, try another identifier.

Select the + beside the customer tabs to open Customer view, then choose an existing audience under Lists or Segments. Selecting a list adds its tab and shows the customers in that list.

Choose All to return to the full customer list. In the demo, navigating away and returning to Customers selects All again; the added list tab remains available, so select it again to return to that audience.

Customising columns

Click Customize Columns next to Filter at the top right of the customer page to add, remove, or reorder columns.

Customer profiles

A customer profile aggregates all data associated with an individual.

This includes:

• Personal information
• Contact details
• Company relationships
• Memberships
• Orders
• Bookings
• Enquiries
• Analytics
• Activity history
• Documents
• Wallet cards
• Social connections

Customer profiles provide a complete view of the customer's interactions across the platform. The profile UI itself is covered in detail in Customer Profiles.

Creating customers

Customers can be created in several ways:

• Manually by staff in the CRM
• Automatically during booking flows
• Automatically when an order is created
• Automatically when an enquiry is submitted
• By importing customer data

A customer can be created with any of the following:

• First and last name
• Email address
• First name and valid phone number

You can also add company profiles for customer filtering.

Customer registration modal

A small QR code icon at the top of the Customers page opens the registration modal. Staff can scan a customer's identification QR code, search for an existing customer, and review their access to the selected sublocation.

Eligible pre-registered guests appear as a checklist. Staff can add another guest when the allowance permits and confirm everyone with one Register with N guests button. This records access to the sublocation; it is not booking check-in.

See Customer Registration for the workflow, Access Passes for customer access rules, and Guest Passes for guest allowances and invitations.

Customer identifiers

Each customer has two identifiers.

Contact information

Customer profiles can store multiple contact details.

Customers may have:

• Multiple email addresses
• Multiple phone numbers
• Multiple addresses

Each email address must be unique across customer profiles. The same email address cannot exist on two different customers.

Each phone number must also be unique across customer profiles. If an email address or phone number is already attached to another customer, customer creation or editing is rejected until the duplicate is resolved.

Company relationships

Customers can be linked to companies.

Companies allow organizations to group customers who belong to the same organization, employer, or tenant.

Companies can define corporate email domains. When a customer's email address matches a company domain, the customer is automatically associated with that company.

This applies to both existing customers and new customers.

A customer may belong to multiple companies if they have multiple email addresses associated with different domains.

See Companies for the full company entity walkthrough.

Customer status

Customer profiles display status indicators.

Customer analytics

Customer profiles include analytics calculated from the customer's activity.

Examples include:

• Predictive Customer Lifetime Value (CLV)
• Expected Next Order Date Range
• Average Order Value
• Total Orders
• Total Spend

These metrics provide insight into customer behavior and value.

See Customer Analytics for the full breakdown of metrics.

Customer activity

Each customer has an activity timeline that records events associated with that customer. The timeline provides a complete operational history of interactions with the business.

See Customer Activity for the customer timeline and its search and filter controls.

Customer orders, bookings, and enquiries

Customer profiles display transactional activity through three sections:

• Orders
• Bookings
• Enquiries

Staff can view and manage the customer's activity in one place.

Deduplication and merging

Customers are not automatically deduplicated. Multiple customer records may exist for the same individual.

Staff can manually review and merge duplicate records using the Deduplicate & Merge action on the customer profile.

The platform helps identify potential duplicates by suggesting matches based on information such as:

• Name
• Email
• Contact details

When customers are merged, all historical data from both profiles is preserved and associated with the resulting merged customer profile.

This includes:

• Bookings
• Orders
• Enquiries
• Memberships
• Wallet cards
• Activity history

Customer addresses

Customers can store multiple addresses on their profile.

Addresses may be used for purposes such as:

• Billing
• Shipping
• Contact records

Door access

Customer profiles can include door access permissions.

Door access controls which physical doors a customer can open.

This can be used in environments such as:

• Coworking spaces
• Private members clubs
• Hospitality venues
• Secure facilities
• Event access control

Door permissions may include:

• Assigned door
• Start date
• End date
• Notes

Customer connections

Customers can be connected to other customers through the Social Graph. Connections represent relationships between individuals and help businesses understand customer networks.

See Customer Connections for the full Social Graph walkthrough.