Tavolify Help center

Customers and their history

Manage customers in Tavolify: contact details, addresses, notes, allergies, order history, discount groups and GDPR data export.

1 min readUpdated November 13, 2026

Customers are saved from the POS, online orders and bookings.

Steps

  1. Open Customers. Search by name or phone, or tap Add customer.

    Open Customers. Search by name or phone, or tap Add customer.

  2. Open a customer to see the profile, addresses and order history. Tap Add note for staff notes.

    Open a customer to see the profile, addresses and order history. Tap Add note for staff notes.

  3. Discount groups give a group of customers a fixed discount.

    Discount groups give a group of customers a fixed discount.

Tip: Download data (JSON) and Erase customer help with GDPR requests.

  • Loyalty programme
  • Gift cards
  • Bookings and the waitlist day to day

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