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Customers

The Customers section is a comprehensive directory of every individual who has connected to your WiFi network through a published captive portal. Each record includes contact information, marketing preferences, visit history, and behavioral metrics — providing a unified view of your guest base across all locations.

Directory Overview & Filtering​

At the top of the Customers page, summary cards display key performance indicators for your customer base:

  • Total Customers — The total number of unique guests in your directory
  • New This Month — Guests who connected for the first time during the current calendar month
  • Active Last 30 Days — Guests who have connected at least once in the past 30 days
  • Opt-in Rate — The percentage of guests who have consented to marketing communications

The directory supports the following search and filtering capabilities:

  • Search — Locate specific guests by name, email address, or phone number.
  • Location Filter — Restrict the directory to guests who have connected at one or more specific venues.
  • Column Customization — Show or hide fields in the directory table, including any custom fields collected during guest sign-in via your captive portal.
  • Export — Download the current filtered view, or only the selected rows, as a CSV file for use in external systems.
  • Bulk Tagging — Select multiple customer records simultaneously and apply a tag to all of them at once.

Customer Profile​

Clicking on any customer record opens a detailed profile page containing the following sections:

Displays the guest's full name, active or inactive status, any assigned tags, and an edit button (accessible to administrators) for updating the record.

Overview​

Contains the guest's email address, phone number, the location at which they first registered, and the date their record was created.

Marketing​

Indicates the guest's communication opt-in status and the authentication method used at sign-in (e.g., email, social login).

Notes & Preferences​

Provides a free-text notes field and a list of preference tags. Both fields are editable by administrators and can be used to record guest-specific context for future interactions.

Metrics​

Displays transactional and behavioral data sourced from connected point-of-sale integrations, including average spend per cover and per visit, total net and gross spend, and total visits, cancellations, no-shows, and special requests.

Activity & Feedback​

A chronological timeline of the guest's venue visits, a count of the total number of distinct venues they have attended, and any feedback submissions or ratings they provided through a feedback form during their visits.