Finding a customer

The Customers page lists every customer at your site. For a busy pharmacy that gets long fast — search and sort are how you find someone quickly.

Searching

Tap the search icon to open the search field. It matches against:

• Name
• Email
• Phone number
• Date of birth

The list filters as you type. Paste a Medicare number or phone number directly — no formatting required.

Sorting

Tap any column heading to sort. Useful defaults:

• Last Accessed — the customers you've opened most recently
• Date of Birth — to find a customer you only remember by age
• Customer — alphabetical by last name

Sort direction flips on a second tap.

Row actions

Each row's menu (the three-dot icon) offers:

• View — opens the customer profile
• Delete — opens the delete dialog (see Deleting a customer)

Can't find them?

• Check the customer isn't filed under a different surname (partner's surname, hyphenated, or old legal name)
• Try their phone number — it's more reliable than name spelling
• A customer created on a booking but never opened might not have been accessed yet — search by name rather than sorting by Last Accessed
• Customers are never silently deduplicated. If you suspect two records for the same person, confirm both are theirs and delete the newer one