View and manage your customers

In the dashboard menu, click Clients. You’ll see a table with all your customers. To find someone, type part of their name or email in Search customers; the list filters as soon as you stop typing.

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1. Clients, in the menu
2. Search customers
3. Add customer

• Status: Customer if they have their own account, Invitation sent if you sent them a code that’s still valid, or Invitation expired if the code expired or was revoked and you can resend it.
• Stamps: how many they have out of your card’s total, for example 3/10.
• Redeemed: how many rewards they have redeemed.
• Tier: their loyalty level: Explorer, Devoted or Unconditional.

The actions sit at the end of each row: Edit stamps on every customer, and Edit customer only while the invitation hasn’t been accepted.

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1. Status
2. Tier
3. Edit stamps and Edit customer

Click Add customer. In the Invite customer panel, fill in:

• First name and Last name: required.
• Email: required; the code goes there.
• Initial stamps: the stamps they’ll already have when they accept, from 0 up to one less than your card’s total.

Click Send invitation. You’ll see Invitation sent! and your customer gets an invitation code by email. To accept it, they open the Lola app, tap Have an invitation code? and enter their email and the code. Their stamps are already waiting.

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1. First name and Last name
2. Email
3. Initial stamps
4. Send invitation

While the status says Invitation sent or Invitation expired, click Edit customer on their row. You can correct the name, the email and the initial stamps. Turn on Resend invitation to send a new code; the old one stops working. If you change the email, the new code goes to the new address.

Once the customer accepts the invitation, the account is theirs: from then on you can only adjust their stamps.

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1. Email
2. Initial stamps
3. Resend invitation

If a visit wasn’t recorded, or was recorded twice, click Edit stamps, the pencil on their row. The window shows the current count, for example Current stamps: 3 of 10. Use − and + to set the right number, from 0 to the card’s total, and click Save.

• If you reach the total, we warn you: Completing the card will grant its rewards.
• If you lower the number, we ask you to confirm in Reduce stamps?. Rewards already granted are not removed.

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1. Raise or lower the stamps