Customer Management
Tiquo provides comprehensive customer management with detailed profiles, lifecycle tracking, CLV analytics, and relationship visualization.Customer List
The main customers view displays all your customers with powerful filtering and sorting:Columns
| Column | Description |
|---|---|
| Name | Customer’s full name with profile photo |
| Primary email address | |
| Phone | Phone number |
| Lifecycle | Current lifecycle stage |
| CLV | Customer lifetime value |
| Last Order | Most recent order date |
| Total Spent | Cumulative spend |
| Created | When customer was added |
Filtering
Filter customers by:- Lifecycle stage: Lead, Active, At-Risk, Churned
- Location: Customers by location
- Tags: Custom tags you’ve applied
- Date range: Created or last active date
- Custom fields: Any custom fields you’ve defined
Bulk Actions
Select multiple customers for:- Bulk tagging: Add or remove tags
- Export: Download as CSV
- Add to list: Marketing list assignment
- Send campaign: Email selected customers
Customer Profiles
Click any customer to view their complete profile:Contact Info
Name, email, phone, address, and custom fields
Activity Timeline
Complete history of all interactions
Orders & Bookings
All orders with status and details
Notes & Attachments
Internal notes and file attachments
Profile Sections
Overview
Overview
Quick summary showing:
- Contact information
- Lifecycle stage and CLV
- Key stats (orders, spend, last visit)
- Quick actions (book, message, edit)
Activity
Activity
Timeline of all customer activity:
- Orders and bookings
- Payments
- Email interactions
- Notes added
- Profile changes
Orders
Orders
Complete order history:
- All order types
- Status and amounts
- Linked services/products
- Click to view order details
Notes
Notes
Internal notes and documents:
- Team notes visible to staff
- File attachments
- Mention team members
- Searchable content
Membership
Membership
Loyalty and membership info:
- Current tier
- Points balance
- Rewards available
- Membership history
Creating Customers
Manual Creation
1
Click New Customer
From the customers list, click New Customer
2
Enter Basic Info
Required: First name, last name
Optional: Email, phone, address
3
Add Custom Fields
Fill in any custom fields defined for your organization
4
Set Tags
Add relevant tags for segmentation
5
Save
Click Create Customer
Quick Create
During order creation, you can create customers inline:- Type a name in the customer search
- If not found, click Create New Customer
- Enter minimal details
- Complete during or after the order
Import
Import customers in bulk from CSV:Import Customers
Learn about bulk import with field mapping
Customer Lifecycle
Tiquo automatically tracks customer lifecycle stages:| Stage | Criteria | Actions |
|---|---|---|
| Lead | New, no orders | Welcome campaign, first-time offers |
| Active | Recent orders | Loyalty rewards, regular engagement |
| At-Risk | No orders in X days | Win-back campaigns, special offers |
| Churned | Inactive past threshold | Re-activation campaigns |
Lifecycle stages are calculated automatically based on order history and configurable thresholds.
Custom Lifecycle Rules
Configure lifecycle rules in Settings:- Days until “At-Risk”
- Days until “Churned”
- Re-activation criteria
Customer Lifetime Value (CLV)
Tiquo calculates and tracks CLV for each customer:CLV Components
- Historical Value: Sum of all past order totals
- Average Order Value: Mean transaction amount
- Order Frequency: Average time between orders
- Predicted Value: Projected future value
CLV Dashboard
View CLV analytics:- Distribution across customers
- Top customers by CLV
- CLV trends over time
- CLV by acquisition source
CLV Analytics
Deep dive into CLV analytics
Customer Tags
Organize customers with tags:Built-in Tags
- VIP
- First-time
- Loyalty member
- Corporate
- Walk-in
Custom Tags
Create unlimited custom tags:- Go to Settings → Customer Settings
- Add new tag names
- Assign colors for visual distinction
Tag-based Segmentation
Use tags for:- Marketing list criteria
- Special pricing
- Priority handling
- Reporting filters
Search & Quick Find
Global Search
Press⌘K and type customer name, email, or phone to find customers from anywhere in the app.
Advanced Search
In the customers view:- Name search: First, last, or full name
- Email search: Partial or full email
- Phone search: Any format
- Tag filter: Select multiple tags
- Custom field search: Search by custom field values