Customers & CRM
Manage customers, custom fields and CRM sync.
Your customer list
Set up CRM for your account
What the CRM add-on is, how to tell if it's switched on, and what changes when it is.
Customers
View, search and open your customers — one row per person across every channel.
Add or edit a customer
Create a customer by hand or update an existing one — name, contact details, tags, notes and custom fields.
View a customer's profile and history
Open a customer to see lifetime spend, visits, spend trend, favourites, payment split, marketing consent, orders, bookings and gift cards.
Add or take away a customer's loyalty points
Give a customer loyalty points by hand, or take some away, as a goodwill gesture or to put right a visit that was not counted.
Happy hours
Pay double points at set times — Wednesdays 5 to 7, say — on one of your loyalty schemes.
Loyalty
Set up a points scheme customers join by scanning a QR code, and turn their points into a voucher your till already knows how to take.
Messages to members
Tell your loyalty members, by email, when your scheme terms, points or rewards change, or when the scheme closes.
Redemption rules
Decide which perks, staff discounts and points rewards can be used together on one bill, and what the till does when two clash.
Rewards on the till
When a member's reward matches an item on the bill, a gift tag appears on that line. Tap it to pay for the item with points, and tap again to undo.
Import customers from CSV
Bulk-load contacts from a spreadsheet — map your columns, preview, and import without ever creating duplicates.
Search, filter and segment customers
Find people fast — search by name, email or phone, filter by tag or segment, sort, and switch to archived.
Archive and restore customers
Tidy your active list by archiving a customer — they're never deleted, and you can restore them anytime.
Custom fields
Custom fields
Add your own fields to every customer — an allergy note, a loyalty tier, a birthday.
Allergen and occasion custom fields
Flag a custom field so it shows as a safety alert or celebration badge across bookings.
Edit or delete a custom field
Rename a field, reorder it, or remove it — and what happens to saved values.
Customer tags
Set up the labels your team puts on customers — Student, Regular — so you can filter by them in Customers and Loyalty.
Sync out to marketing
CRM Sync
Push your customers into HubSpot or Salesforce, keeping Tillable the source of truth.
Connect and sync to HubSpot
Push your customers into HubSpot as contacts — create a private-app token, paste it, and let the daily sync keep them current.
Connect and sync to Salesforce
Push your customers into Salesforce as Contacts via a sign-in — with the contact fields your admin sets up first.
Match review
Decide who a contact from your CRM actually is, when we are not sure enough to link it for you.