Customer Data Management
CRM
Customer Management
Customer Data
Customers (CRM) lets you centrally manage information about customers who visit your store. It records profiles, visit counts, and total spend, so all staff can instantly check up-to-date customer information.
Customer information you can manage
- Name: You can register both kanji (FirstName / LastName) and kana readings (FirstNameKana / LastNameKana)
- Contact information: Email address (Email), phone number (Phone)
- Attributes: Gender, date of birth (DateOfBirth)
- Address: Postal code, prefecture, city/ward/town/village, street address (PostalCode / Prefecture / City / Address1 / Address2)
- Membership information: Membership code (MembershipCode), membership rank (MembershipLevel)
- Tags: Segment classification using freeform keywords (Tags)
- Notes: Internal notes for staff (Notes)
Visit and purchase history
The following records are automatically tracked for each customer.
- Visit count (VisitCount): Total number of visits/transactions
- Total spend (TotalSpent): Cumulative total purchase amount
- Last visit date (LastVisitDate): Date and time of the most recent visit
These are updated when a receipt from a connected POS is reliably matched to the customer. The POS integration updates existing customers; a receipt never creates a new customer.
Searching for customers
You can quickly search for customers using the following criteria.
- Name (kanji or kana)
- Email address
- Phone number
- Membership code
- Tags
How customers are added
- Manually: In Customers (CRM), click "Add customer" and fill in the form
- LINE mini app: When a customer opens your LINE mini app, their LINE account is linked to the customer with the same email address or phone number. If there is none, a new customer is created under their LINE display name
- POS member sync: With two-way member sync with Smaregi or Square, members newly registered on the POS are brought in
- Shopify customer sync: If your Shopify store is connected, its customers are brought in. A customer with the same email address (or phone number, if there is no email) is updated instead of duplicated
- Bookings: A first-time guest who makes a booking is added with the tag "予約". Turn off "Add booking guests to your customer list" in the booking settings to only link bookings to customers you already have
- Import from another system: When you import a member list with pass balances as CSV from "Import from another system" in bookings, people on the list who are not yet customers are added with the tag "移行"
People who contacted your store on social media such as X or Meta are kept as contacts in SNS management. They do not become customers in Customers (CRM).
Customer status
- Active: A regular customer
- Deleted (IsDeleted): A soft-deleted customer (history is retained). Tick "Show deleted" to list them and restore one
Related articles
Published: 2026-04-15
Updated: 2026-10-10
Related articles
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Purchase History by Customer (POS Integration)Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
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Matching Smaregi and Square Sales to CustomersHow Smaregi and Square sales are matched to your ReceiptRoller customers. Member and customer information is not synced with the POS; matched sales update the customer's purchase history and visit count.
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Customer data when a customer merges accountsWhat happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
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Customer-Targeted PromotionsGroup customers with a customer segment and offer coupons and specials to them through a push notification sent to that segment.
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Customer SegmentsGroup customers by visits, total spent, days since last visit, rank, tag, prefecture, and store, and save the group as a segment. Choose a segment as the audience of a push notification.