Klu Docs

Customer profile

The customer detail page — profile card, sales, prescriptions, loyalty.

Open in dashboardCustomers

Overview

Each customer has a dedicated detail page with their profile card, recent sales, prescription history, and lifetime stats.

When to use it

  • Reviewing a customer's purchase history
  • Looking up their prescriptions
  • Checking loyalty balance or lifetime spend
  • Editing customer details from the profile view

How to use it

Video tutorial coming soon
  1. From Customers, click a customer row.
  2. The detail page shows:
    • Profile card — photo, name, email, phone, address, loyalty balance
    • Recent sales — infinite-scroll sales table
    • Prescription history — prescriptions list
    • Lifetime stats — total spent, # purchases, avg purchase value
  3. Click the Edit button on the profile card to change details.
  4. Use the back button (browser history or fallback to list) to return.

Tips & gotchas

  • Sales and prescriptions both use infinite scroll — click Load More to fetch older records.
  • Back button uses browser history when available; falls back to /customers.
  • Customer profile is fetched from /customers/profile for rich data.
  • Prescription history is separate from sales so it can be filtered independently.

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