Customer history

Know the customer and every active piece of work.

Bring contact details, preferences, notes, tasks, sales, Batches, bookings, payments, and communication history into one store scoped record.

Customers and customer record
Vint-OS customer workspace with contact, active work, tasks, notes, and history
Captured from the working Vint-OS application. Demo information is shown.

Available on

Browser, Installable app, Windows

Roles with access by default

Manager, Front desk, Production

Without a connection

Works on a prepared device with no connection

History

Connected

Preferences

Recorded

Access

Store scoped

What staff can do

Staff can answer the customer without switching systems or searching paper files.

Bottling windows and capacity, appointments tied to an eligible Batch, rescheduling, check-in, no-show handling, balance collection, label printing, and the customer history that outlives the visit.

01

Complete shop relationship history

02

Notes and staff tasks

03

Communication preferences and consent

04

Duplicate merge and archive controls

How it works in Vint-OS

A clear path from first action to confirmed result.

1

Find the person

Search by the details staff have at the counter.

2

See the whole relationship

Review active work, history, balance, and bookings.

3

Act in context

Start a sale, create a task, update a note, or open the Batch.

Exactly what is included

What is included, and what is not.

Customer records are store scoped and operational. Communication preferences are recorded separately from message delivery so consent and provider outcomes are not confused.

See customer records in a working shop.

The live demo is a real store with customers, Batches, and production data already in it.