Customer Profiles and Segments on AskBiz POS
How to use Operations > Customers to view customer purchase history, build segments, and understand who your best customers are.
Key Takeaways
- Every customer who provides their name or phone number at checkout gets a profile that tracks their purchase history.
- Segments let you group customers by spend level, visit frequency, or last purchase date.
- Use customer data to identify your top spenders and target them with loyalty rewards or promotions.
How customer profiles are created
When a cashier processes a sale, they can optionally add the customer's name, phone number, or email. AskBiz creates a customer profile for that person and links every subsequent purchase made under the same contact details. Over time, each profile builds up a complete purchase history — every item bought, every transaction amount, visit dates, average spend, and total lifetime value. Customers who buy without providing contact details are recorded as anonymous sales.
Viewing individual customer profiles
Go to POS > Operations > Retail > Customers. The customer list shows each customer's name, total spend, number of visits, and last visit date. Click any customer to open their full profile: a timeline of every transaction, a breakdown of products they buy most often, their average basket size, and any loyalty points they've accumulated. This view is invaluable when a customer calls with a question — you can instantly pull up exactly what they bought and when.
Building customer segments
Use the Segments feature to group customers automatically. You can create segments based on total spend (e.g. customers who've spent over KSh 5,000), visit frequency (e.g. customers who visit weekly), or recency (e.g. customers who haven't bought in 60 days). Segments update automatically as customers' behaviour changes — a customer who hits the spend threshold moves into your high-value segment without you doing anything manually.
Using customer data to grow revenue
Your best customers — high spend, frequent visits — deserve special treatment. Use the Promotions feature to create exclusive discounts for your high-value segment. For customers who haven't visited in a while (the 'lapsing' segment), create a win-back offer. Export the segment's phone numbers and use WhatsApp or SMS to reach them directly. AskBiz gives you the data — how you use it to communicate with customers is entirely flexible.