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.

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

The platform allows customers to be created with minimal information to support fast workflows in hospitality environments.

A customer can be created with any of the following:

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

Customer Registration Modal

A small QR code icon at the top of the Customers page opens a registration modal. Staff can scan a customer's wallet pass or ID via the QR reader, search for an existing customer, or register a new guest. The modal also supports group registration ("register with N guests") and shows a recent registration history link for quick follow-up. Useful at the front desk where staff need to identify and register customers fast.

Customer Identifiers

Each customer has two identifiers.

UUID

The UUID is the system-generated identifier.

• Automatically generated by the platform
• Always 32 characters
• Cannot be edited
• Unique across the organization

The UUID is primarily used internally by the system.

Customer Number

The customer number is the human-readable identifier.

• Unique across the organization
• Editable
• Can be imported from external systems
• Minimum length 5 characters
• Maximum length 32 characters

This allows organizations migrating from other systems to retain their existing customer identifiers.

Both the UUID and the customer number can be used to identify a customer across the platform.

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.

Phone numbers can appear on multiple customer profiles.

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.

Predictive CLV is calculated using a proprietary AI model that evaluates hundreds of behavioral, transactional, and cohort-based signals across the platform.

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 full activity model (categories, types, sources).

Customer Orders, Bookings, and Enquiries

Customer profiles display transactional activity through three sections:

• Orders
• Bookings
• Enquiries

These allow staff to view and manage all activity related to a customer from a single 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

Merged profiles cannot be unmerged.

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.