Customers, addresses and duplicates

Admin → Clients

Availability and access

Editing and merging require customer-management permission.

Find a customer

Search the customer list and inspect name, phone, address, order count and last order. Check the intended person before editing.

Edit the customer profile

Open the profile from the customer phone, edit the name, phone numbers, address and delivery details, then save. Review addresses on existing orders separately.

Authorize cash ordering

Trusted-customer status determines cash eligibility only when the restaurant policy requires it. If cash is enabled for everyone, the status is unnecessary; if cash is disabled, it does not re-enable cash. A required card guarantee still applies to trusted customers. Trust status is not proof that payment was received.

Merge duplicates

Review selected customer profiles and phone numbers before confirming a merge. Check the resulting combined profile and avoid merging different people.

Manage phones and choose the WhatsApp number

With customer-management permission, select the customer phone to open Edit customer. Under Phone numbers, correct Primary phone or choose Add a phone number. Enter a complete number; Israeli numbers are saved with +972 without the national trunk zero and foreign numbers retain their country code. Select Use for WhatsApp on the number that should receive messages, even when the calling number differs. Exactly one WhatsApp recipient is selected; a customer can have up to ten numbers. Save confirms profile and phone changes together. Invalid input, duplicate numbers or a number belonging to another record blocks this save and retains the draft; use Merge customers to associate existing records. Removing an additional number takes effect only on Save and separates its history without deleting its orders. Correcting the primary retains names, addresses and grouping and corrects existing order contacts. Login accounts and other restaurants remain unchanged. Cash eligibility belongs to the same customer; adding a number does not create another cash authorization. To correct several customers together, select at least two rows and choose Actions → Correct phones. The batch is atomic; a conflict blocks every correction. After a completed save and failed refresh, Retry reloads without repeating the write. Format validation does not prove ownership or WhatsApp registration.

Use cash with an optional card guarantee

In Admin → Settings → Payments, with settings.edit permission, select Allow other methods to accept cash. For a compatible provider, Cash payments offers Accept cash from all customers: Yes allows every customer regardless of trust status; No disables cash for everyone. Require a card guarantee for cash remains independent: enable it only when you want to reserve 100% of the total on the card, then save and verify the values. The guarantee is off by default. It is currently available for configured Stancer in EUR; other integrations use the same presentation when their cash-guarantee flow is supported. Unsupported providers retain their existing cash settings without this guarantee. A previous trusted-customer-only policy is preserved until you explicitly choose Yes or No; changing VAT or tips does not replace it. Online-payment-only always excludes cash. Before real use of the guarantee, verify cancellation of an authorized sandbox reservation, release timing and fees with your Stancer account.

Acceptance and recovery: cash card guarantees.

Resolve a save blocked by a phone number

An invalid number already on the profile is highlighted when the profile opens. New input is checked when you leave the field and when saving. Each error explains whether the primary number is missing, an additional line is empty, a number is incomplete or invalid, or a number is already listed. If Save is blocked, Changes could not be saved remains visible beside the button and names the first number to correct. The form returns to that field; Go to the phone number to correct lets you return after scrolling. Correct the digits and country code, or choose Remove if that additional number should no longer belong to this customer. Add a phone number and Remove only edit the form. Your name, address, building-code and floor changes are kept. Correct all highlighted fields, then choose Save again to save everything together. No changes are sent while validation blocks saving. If the server cannot save, the message retains the draft and asks you to retry; after a confirmed save with a failed refresh, Retry reloads the list without repeating the save.