The Customer ID input field in Waitwhile is a versatile feature that allows businesses to assign unique identifiers to their customers, helping to streamline operations and improve service. It serves as a reference point for tracking and managing customer interactions more efficiently across visits, bookings, or queues.
What is the Customer ID Input Field?
The Customer ID field is used to store an external unique identifier for each customer. This could be a membership number, loyalty card ID, student ID, or any other identifier relevant to your business operations.
Note: This Customer ID is different from your Waitwhile Customer ID which is used to link a customer across multiple locations or visits
If your business has multiple locations, the Waitwhile Customer ID allows you to track customer history across branches.
The Waitwhile Customer ID ensures that staff can recognize repeat customers quickly and access past records, like booking history or special preferences.
Key Use Cases for Customer ID:
Managing Memberships or Loyalty Programs
For businesses with loyalty programs, the Customer ID can represent a customer’s membership number.
You can use it to track points or rewards and provide personalized service based on membership tier or status.
Automating Processes with API Integration
If your business uses external systems, such as a CRM or ERP platform, the Customer ID can serve as a link between Waitwhile and other software.
By integrating Waitwhile with your CRM through its API, Customer ID ensures consistency and synchronization of customer data across platforms.
Enhancing Customer Security and Privacy
In businesses where sensitive customer data is involved (like healthcare or education), assigning a Customer ID adds an extra layer of security by keeping personal details private while still tracking interactions.
How to Use the Customer ID Input Field in Waitwhile
Enable Customer ID Field:
Go to Settings > Customer Details > Default input fields.
Click the three-dot menu to activate Customer ID field to make it available.
Click the edit button to configure visibility, registration types, and determine whether it is required or not by customers or staff members.
Customize the name of the Customer ID field:
If you want to change the name of the Customer ID field, go to Settings > Localization > Customer journey terms, select the Customer info tab
Under Customer ID, enter your preferred name (e.g. Membership number)
The Input Customer ID at Booking or Check-in:
When customers book a service or join a queue, your staff (or customers) can input their Customer ID in the designated field.
This can also be passed through via a query parameter or using our API where the customer cannot see or edit the unique ID.
Search Using Customer ID:
In the Waitwhile dashboard, staff can search for a customer by entering their ID number to quickly access records and ongoing bookings.
Report and Analyze Using Customer ID:
Customer IDs can be included in reports to analyze customer behavior, track trends, and identify frequent visitors.
Best Practices for Using Customer ID:
Standardize the Format: Decide on a consistent format for IDs (e.g., alphanumeric, specific length) to avoid confusion.
Communicate with Staff: Ensure all staff members understand how to use the Customer ID field effectively.
Leverage Integrations: Use Waitwhile’s API capabilities to link Customer ID with your external systems for better data management.
Update Customer Profiles: Encourage staff to input or update Customer IDs regularly to keep records accurate.
Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com