When setting up CleanCloud for multiple stores, you have the option to either copy or link customer records. This is a critical decision that cannot be changed after real orders are placed.
Copying Customers
Creates separate, independent customer records for each store.
Allows different information and management per location.
Order data remains separate for each store.
Linking Customers
Maintains a single, unified master record across all linked stores.
Ensures consistent customer information across locations.
Provides additional benefits for multi-store businesses:
✔ Access to the Call Center feature to search customer orders across all stores.
✔ Ability to share a heat seal database across stores (if products are also linked).
✔ Customers can use the same login for the customer app and web app at any linked location.Order data still remains separate per store.
Key Consideration
⚠️ Once real orders are taken, you cannot switch from copied to linked customers, or vice versa. Make this decision carefully before processing any orders in CleanCloud.
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