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LB 2.0 Operate: Customers
LB 2.0 Operate: Customers
Jeiah Isles avatar
Written by Jeiah Isles
Updated over 7 months ago

Customers

The Customers tab gives Restaurant Partners access to their customers' profiles to manage and locate past orders.

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Customers

1. From the "Jump to Admin" Dashboard, navigate to Operate and click on Customers

From the "Jump to Admin" Dashboard, navigate to Operate and click on Customers

2. To find a customer's profile, search using one or more of the search parameters and click Apply Filters

Search Parameters include:

  • Search: Customer Name

  • Email: Customer Email Address

  • Phone: Customer Phone Number

  • Status: Active or Inactive

You can also Sort By any of the above parameters

Note: Currently there is no clear distinction between Active and Inactive Customers. Both have access to place orders with the Brand. More info coming soon!

To find a customer's profile, search using one or more of the search parameters and click Apply Filters


Edit Customer

Use the following instructions to Edit a customer's profile.

1. After you search and find the desired customer, select the 3 dots and click on Edit Customer

After you search and find the desired customer, select the 3 dots and click on Edit Customer

2. Edit Customer & Save

If there is a need to edit the customer's information, you can update the following:

  • First Name

  • Last Name

  • Email

  • Birth Date (Optional)

  • Status (Doesn't currently change anything as of 1.1.24)

Edit Customer & Save


View Orders

Use the following instructions to view a customer's orders.

1. Navigate back to the Customer's tab, search for the customer using one or more of the search parameters and click Apply Filters

Navigate back to the Customer's tab, search for the customer using one or more of the search parameters and click Apply Filters

2. After you search and find the desired customer, select the 3 dots and click on View Orders

After you search and find the desired customer, select the 3 dots and click on View Orders

3. The View Orders page will display all of that Customer's orders. Once you find the order you're looking for, select the 3 dots and click View Details

The View Orders will display all past and future orders. You'll be able to view the specifics of each order by using the View Details link. (this is the same link located in the Orders and Order Search tabs)

The View Orders page will display all of that Customer's orders. Once you find the order you're looking for, select the 3 dots and click View Details

4. After you click View Details, you will be taken to the Order Details, where you can view and manage the order you were looking for.

This will automatically take you to the Orders tab. To navigate back to Customers, simply select the Customers tab in the left panel.

After you click View Details, you will be taken to the Order Details, where you can view and manage the order you were looking for.
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