---
title: "Customers | SpotOn Merchant Dashboard"
canonical: "https://help.spoton.com/space/SK/1059913822/Customers%20%7C%20SpotOn%20Merchant%20Dashboard"
format: markdown
---
The **Customers Directory** section on the SpotOn Dashboard allows you to view and manage your customer records. You can import customer lists, add new customers, view customer profiles, send emails, and — if you have an active Loyalty Program — manage loyalty spots.

**Quick Links**

> Macro (toc)

---

## Getting Started

1. Log in to the SpotOn Dashboard (<u>[dashboard.spoton.com](http://dashboard.spoton.com/)</u>)
2. In the left navigation, select **Customers** > **Customer Directory **

![image-20260820-180454.png](media://1ab9c489-9aeb-47fc-b05e-bed2727a0503)

---

## Loyalty Performance

> **Note:** The Loyalty Performance section is only visible on your SpotOn Dashboard if you have an active Loyalty Program. If you do not have Loyalty enabled, this section will not appear.

The Loyalty Performance section displays a graph showing customer activity over time. Use the buttons at the top to filter the graph by:

- **Check-ins**
- **New**
- **Repeat**
- **Imported**

Use the arrows to navigate between date ranges, or set a custom date range to update the displayed graph.

---

## Customer Directory

The Customer Directory displays a list of all your customers. The table includes the following columns:

- **Name**
- **Member ID**
- **Email**
- **Phone**
- **Avg. Spend**
- **Total Spend**
- **Last Visit**
- **First Seen**

You can sort the directory by clicking on any column header with sort arrows.

### Search for a Customer

Use the **Search** bar at the top of the Customer Directory to look up customers. You can search by:

- Name
- Member ID
- Email
- Phone number

> **Note:** Search requires a minimum of 4 characters.

### Filter Customers

1. Select the **Filters** icon to the right of the search bar.
2. The Filters panel will open with the following filter options:
  - **Has Email**
  - **Has Name**
  - **Has Phone Number**
  - **Last Visit**
  - **Groups**
  - **Average Spend**
  - **Total Spend**
3. Set your desired filter criteria.
4. Select **Apply Filters**.
5. To reset all filters, select **Clear All** at the top of the Filters panel.

---

## Add a Customer

1. From the Customer Directory, select the **Add Customer** button.
2. In the **Add Customer** panel, fill in the following fields:
  - **Name**
  - **Email** (Required)
  - **Country Code**
  - **Primary Phone**
  - **Zip Code**
  - **Birthday** (Month, Day, Year)
  - **Opted in to Deals and Offers** (checkbox)
3. Select **Save**.

---

## Import Customers

1. From the Customer Directory, select **Import Customers**.
2. In the **Import Customers** window, review the requirements under **Upload CSV**:
  - Files must be formatted as a **.CSV** file.
  - File size cannot exceed **3 MB**.
  - A custom template has been created based on your customer attributes. This template will show you how to structure your data for an easy, successful import.
  - To help minimize errors and ensure your data is imported successfully, review the **import guidelines**.
3. Select **Download Template** to download the CSV template. The template includes the following fields:
  - Email
  - Last Name
  - First Name
  - Phone Number
4. Upload your file by either:
  - **Dragging and dropping** your CSV file into the upload area, **or**
  - Clicking **or selecting it from your computer** to browse for your file.
5. Review the email consent notice: Only import email addresses from customers who have opted to receive emails from your business. You are responsible for making sure the customers on your list have granted you permission to email them. You can also read the policy on customer privacy.
6. Check the box **I agree to the Terms & Conditions** (Required).
7. (Optional) Check **Send your imported customer an email to learn more about SpotOn** if you want SpotOn to send your imported customers an email after the import is complete.
8. Select **Import**.

> **Note:** It may take up to **4 hours** to upload your customer list. When the import is complete, you will receive a confirmation email with the total number of customers successfully imported. Any contacts that could not be imported will be listed in an attached spreadsheet.

![image-20260820-181452.png](media://29b3c1b7-0c07-4061-8af9-856119b2d9a1)

---

## Customer Profile

To view a customer's profile, select their row in the Customer Directory. The profile page displays the following information:

### Overview

- **Customer Name**
- **Member ID**
- **Status**
- **Groups** — Displays any groups the customer belongs to.

### Order History

A table showing the customer's transaction history with the following columns:

- **Time & Date**
- **Source**
- **Amount**
- **Spots Earned**
- **Spots Redeemed**
- **Initiated by**

### Details (Right Sidebar)

The Details section on the right side of the profile displays:

- **Email**
- **Phone**
- **Opted in to Deals and Offers**
- **Total Spend**
- **Average Spend**
- **First Visit**
- **Last Visit**

---

## Edit Customer Profile

1. Select the desired customer from the Customer Directory.
2. In the customer profile, select the **Edit** icon next to the **Details** heading on the right sidebar.
3. In the **Edit Profile** panel, update any of the following fields:
  - **Name**
  - **Email** (Required)
  - **Country Code**
  - **Primary Phone**
  - **Zip Code**
  - **Birthday** (Month, Day, Year)
  - **Opted in to Deals and Offers** (checkbox)
4. Select **Save**. To discard your changes, select **Cancel**.

---

## Add or Remove Spots

> **Note:** The Spot Balance and Edit Spots options are only available if you have an active Loyalty Program. If you do not have Loyalty enabled, these options will not appear in the customer profile.

1. Select the desired customer from the Customer Directory.
2. In the customer profile, the **Spot Balance** is displayed in the top-right corner.
3. Select **Edit Spots**.
4. In the **Edit Customer Spots** panel:
  - The current **Spot Balance** is displayed at the top.
  - Use the **+** and **−** buttons (or type a number) to set the number of spots to add or remove.
  - The **Summary** section at the bottom shows the customer's **Lifetime Total Spots** and **Loyalty Redemptions**.
5. Select **Save**.

---

## Email a Customer

1. Select the desired customer from the Customer Directory.
2. In the customer profile, select **Email** at the top of the page.
3. In the **Email message** pop-up:
  - Enter an **Email subject**.
  - Type your message in the **Message** field (maximum 1000 characters).
  - (Optional) Toggle on **Add Deal** to include a one-time use discount with your email.
4. Select **Preview** to review your message before sending.
5. Confirm the message is complete and accurate.
  - Select **Cancel** to go back and make changes.
6. Send the email.

---

## Add a Note to a Customer

1. Select the desired customer from the Customer Directory.
2. In the customer profile, select **Notes** at the top of the page.
3. In the **New Note** pop-up, type your note in the text field (maximum 1000 characters).
4. Select **Add**.

---

## Add a Customer to a Group

1. Select the desired customer from the Customer Directory.
2. In the customer profile, select **Add Group**.
3. In the **Add Group** pop-up, type new group names separated by commas, or select from the existing list.
4. Select **Save**.