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Customer management

The clients module allows you to view, filter and manage your entire client database.

Clients

Access​

/app/clientes

Customer List​

The table shows your clients with:

  • 👤 Full name
  • 📧 Email
  • ⭐ Points accumulated
  • 🏆 Level (Explorer, Frequent, Gold, Diamond)
  • 🕒 Last visit
  • ⚙️ Actions (view, edit, delete)
  • 🔍 Search by name or email
  • 🏆 Filter by level
  • ⭐ Filter by minimum points
  • 📅 Filter by date of last visit
  • 🏷️ Filter by tag (if you use them)

##Available actions

➕ Register new client​

  1. Click "+ Neu" or "QR-Scan"
  2. Complete the form
  3. Assign welcome points if you want
  4. Save

👁 See full profile​

  1. Click on a customer's 👁 icon
  2. You will see: - 📊 Purchase history - ⭐ Points earned and redeemed - 🎟️ Used coupons - 🕒 Last visit - 📝 Notes

✏️ Edit client​

  1. Click on the ✏️ icon
  2. Modify the necessary data
  3. Save

🗑️ Delete client​

  1. Click on the 🗑️ icon
  2. Confirm the deletion
  3. Note: this action is irreversible

Types of clients​

E-Smartpoints classifies your customers according to their activity:

TipoDescripción
🆕 NuevosRegistrados en los últimos 30 días
🔄 ActivosCompraron en los últimos 90 días
⭐ FrecuentesMás de 5 compras
🏆 VIPGold o Diamond
😴 InactivosSin compras en 6+ meses

Segmentation​

Create segments for specific campaigns:

  1. Go to "Segments" (coming soon)
  2. Define filters (level, points, date, etc.)
  3. Save the segment
  4. Use it to send coupons or campaigns

Export data​

You can export your customer list:

  1. Click "Export" (top corner)
  2. Select the format (CSV / Excel)
  3. Choose the fields to include
  4. Download the file

Next steps​