Managing Customers
Idempotent customer creation and lookup by phone, the Patient Profile page, and manual bonuses, penalties and adjustments
A customer joins your program once, identified by their phone number, and stays for life. Registration is the only step — there is nothing to maintain afterwards.
Adding a Customer
Register them by phone (add customer). You can capture, all optional:
Detail | Notes |
|---|---|
Phone number (required) | Their identity — including the country code, in whatever format your business uses; the platform never reformats it |
Name | Shown back in lookups and available to your staff |
Stored on the profile |
- Registering an existing phone simply returns the existing customer — front-desk staff can register freely at every visit without ever creating duplicates.
- There is no approval step and no delay: a customer can earn points on the same purchase that registered them.
- A referee captured through a referral program becomes a customer the same way, automatically, when their referral is accepted.
Looking One Up
Any of your systems can fetch a profile by phone (look up customer). The profile carries:
What you see | Use it for |
|---|---|
A stable identifier | Linking the customer in your own systems — it never changes |
Phone and email | Contact and verification at the counter |
Stored details | Name and any attributes captured at registration |
Join date | Tenure-based service decisions |
Patient Profile in the App
Staff open a member from Patient Profile by country and mobile number. The page shows their mobile, email, member ID, member since, referral code and favourite centre, with Points Earned, Member For and Available Points on top, then:
Tab | What it shows |
|---|---|
Accrual logs | Every credit — with its source: purchase, referral milestones or referee welcome — bill number, centre and points |
Redemption logs | Every redemption, with a Reverse action on rows that carry a bill number |
Expiry logs | Points that lapsed |
Messages | Every WhatsApp and API message sent to them, with its status — sent, delivered, read, failed |
From here Reward credits a bill and Redeem points spends points — see Accrual Flow and Redemption Flow. Export on any tab emails the data. The referral side of a member — who referred them and whom they referred — is on their profile reached from the Referrals pages; see Working the Referral Desk.
Bonuses, Penalties and Adjustments
Sometimes a balance needs a human touch — a goodwill gesture after a complaint, a correction for a mis-keyed bill. Three operations exist for this over the API, each recorded with a reason and an operation code that makes repeats harmless:
Operation | What it does | Policy it follows |
|---|---|---|
Bonus | Adds points as a standalone credit; settles any negative balance first | — |
Penalty | Removes points | Removing points by hand under Settings → Redemption — refuse, take what is available, or allow a negative balance |
Adjustment | A correction in either direction | Credits behave like a bonus; debits like a penalty |
Bonus and adjustment credits can carry their own use-by date; otherwise the tenant default applies.
For developers
Why the phone number?
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