Astro Loyalty
            Knowledge Base Astro Loyalty Adding Existing Customer Data to Astro Manually Incomplete Customer Information

            Customer List | Accessing Customer Accounts - Look Up / Edit / Delete / Export

            Your customer list is located under the Reports menu at the top of your Astro homepage. Scroll down and select Pet Owner Lookup / Edit / Delete.

            Reports > Pet Owner Lookup / Edit / Delete

            You will now see your complete customer list. 

            If you have multiple locations the customer list will look a little different depending on which location you are viewing the list from. Your customers can shop at every one of your locations without penalty, and you do share one master customer list between all stores, but each store's Pet Owner list is only going to show customers who you have checked out at that particular store. 

            If you need to export your customer list into an excel document you can do so by clicking the Export button. 

            There is a search field at the top of the list where you can type in a customer's First Name, Last Name, Phone or Email and the list will filter down depending on the specificity of the info you are entering into the field. For instance, if you type Will all customers with Will or William as a first name will appear, as well as any customers with Williams as the last name. 

            You can also scroll down to the bottom of the page and select Next >> to go through the list alphabetically. 

            The drop-down filter menu next to the search field will allow you to view either all of your customers (All Users) or only the customers that are using the Astro Mobile App (Mobile App Users). The mobile app is a fantastic way to connect with your customers. It will allow them to view their program cards so they can track their progress and you can also send those customers Push Notifications to alert them to your special events.

            If you need to email a customer you can do so by clicking on their email address. This is only if you need to reach one customer directly, it's not the same thing as our mass email feature.

            How to View Customer History, Edit Customer Accounts, and Delete Customers

            Search for the customer you are looking for using the search field. Click on the customer's name once you find them. This will bring you to a page that will look similar to this:

            Under Program, it will show you the programs that customer is participating in along with how many items they have purchased, how many free goods they have received and how many rebates they were rewarded. 

            If you click on Customer History it will take you to a screen where you can view all of the customer's open and redeemed cards.

            Customer History

            You will not be able to make any changes to the customer's loyalty programs from this view. You will need to look up the customer under Checkout to make any adjustments to their program cards or points. 

            Clicking on Edit User will bring up a pop-up where you can add or edit the customer's information and add their pet's information.  

            From here you can also send the customer the Verification Email so they can download the mobile app and join your mailing list.

            And finally, if you click Delete Account that customer and all of their program cards will be removed from your account. There will be a pop-up that appears before the account is removed asking you to confirm that you would like to do this. This is to prevent accounts from being accidentally deleted. If a customer account is accidentally deleted contact support, we may be able to find them and bring them back. 

            If you find duplicate customer accounts that each contain their own program cards and you want to combine those accounts along with their purchases under one account you can do this using the Customer Roll Up Addon. You can also use this feature to combine two different customer accounts into one, which is very useful for couples. 

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