Manage your customers

Conciar keeps one customer list for your business. Most customers are added for you when they order, book or reserve, so you rarely need to type them in.

Where customers come from

A customer is added to your list when they:

• order in your webshop or your own customer app,
• book a treatment or make a reservation,
• buy a ticket or a gift card online,
• are added to a sale on the shop till with Add customer,
• message you and a conversation is linked to them,
• are imported from another system, or added by you.

Guests who order with QR ordering without an account aren't added.

Find a customer

1. In my.conciar.com, go to Management → Customers.
2. Search by name or email.
3. Click a customer to open their details.

The details show:

Section	What's in it
Contact	Email, phone, whether they get newsletters, and when they joined.
Address	Shown when the customer gave one, for example at checkout.
Loyalty points	Their balance and history. Only shown when your points programme is on. See Loyalty.
Orders	Their 20 most recent orders. Click one to open it in Orders.

Add a customer

1. In my.conciar.com, go to Management → Customers.
2. Click New customer.
3. Enter at least a First name. Add Last name, Email and Phone if you have them.
4. Set News & offers by email and Language if you know them.
5. Click Create customer.

If you enter an email address that's already a customer, Conciar uses that customer instead of making a second one.

Newsletter consent

News & offers by email records whether the customer agreed to get your newsletters:

Option	Meaning
Not asked	You don't know yet. They don't get newsletters.
Agreed to receive them	They said yes to you. They get newsletters.
Does not want them	They said no. They don't get newsletters.

To change it later, open the customer, click Edit customer, pick the new answer and click Save changes. Only choose Agreed to receive them when the customer actually said yes. They can unsubscribe from any newsletter.

Language decides which language version of a newsletter they get.

Customer groups

A group is a named list of customers, for example "VIP" or "Regulars". You can send a newsletter to just the customers in one or more groups.

1. In my.conciar.com, go to Management → Customer Groups.
2. Click New group and enter a Name.
3. Under Members, search by name or email and click a customer to add them.
4. Click Create group.

When you write a newsletter in Management → Newsletters, pick the groups under Customer groups. Only customers who agreed to newsletters get it.

To remove a group, click the delete button next to it. The customers themselves aren't deleted.

Import customers

To bring your customer list from another system, go to Settings → Import / move to Conciar and choose the customers dataset. Each row needs an email address. Rows with the same email as an existing customer update that customer instead of adding a new one.

Common problems

I can't create a customer. Enter a first name. A customer with only an email or last name can't be saved.

A customer isn't in the list. Search by email as well as name. Guests who ordered without an account aren't added as customers.

A customer doesn't get my newsletters. Open the customer and check Newsletters under Contact. It has to say Subscribed.

There's no Loyalty points section. Your points programme is off. Turn it on in Settings → Loyalty.