Manual contents

🧑‍💼 Clients

The Clients section is the workshop's contact book. Every order is linked to a customer. No customer, no order.

The header figures

Indicator	What it shows
Total Customers	Total registered customers.
Recurring Clients	Customers with more than one order.
Global Activity	Total number of orders across all customers.

The customer list

Column	Description
Client	Full name with an automatically generated avatar and username (@).
Email	Contact address.
Phone	Phone number.
Total Orders	Total number of orders for that customer.
Billing	Sum of the price of their orders, paid or not. Canceled orders don't count. Amounts are shown in the workshop's configured currency (EUR, USD, GBP, or CHF), not always in €.

You can sort the list by clicking on the column headers (name, username, phone, orders, or total spent).

Searching for customers

The search box filters in real time by name, username, email, or phone.

Adding a customer

You have two options:

From Clients → "Add Client"
From the order form: if the customer's name doesn't appear in the list as you type it, the system offers to create a new one without leaving the order.

A "NEW CLIENT RECORD" will open where you can fill in their details. The only required field is "USERNAME (ALIAS)", marked with an asterisk (*). All other fields are optional.

To create the customer, click the CREATE button at the top right.

A customer's profile

Once created, clicking on a customer takes you to their profile. You'll see:

Order activity: A summary of all the orders placed by this customer (pending, completed, and total). If you click on this section, a list appears with all the orders placed by them.
Total billing: the sum of the price of this customer's orders, whether paid or not. Canceled orders don't count. It's not what they've paid you: for that, check the payment status of each order.
Contact details: full name, email, phone, etc. You can edit these details whenever you like.

Deleting a customer

This is only possible if the customer has no orders and no quotes linked to them. If they have any, BolloPrint won't let you delete them and tells you how many orders and quotes they have.

Who can manage customers?

Action	Read-only	Worker	Admin	Owner
View customers	✅	✅	✅	✅
Create / edit	❌	✅	✅	✅
Delete	❌	✅	✅	✅