Important: This feature is sensitive and is only available to a limited number of CRM users, as determined during the project launch. If you need access, please use the “CRM Access” hotkey in the CRM Support Hub.
When to Block
Block a customer only when there is a confirmed risk or violation:
Fraud and abuse: multiple accounts created to collect bonuses or referral rewards, mass profile farming, exploitation of promo codes or platform vulnerabilities, suspected stolen payment cards (on request from the financial service or acquirer).
Internal policy: you have identified the user as an employee who is not permitted to use the app under your restaurant policy.
Loyalty program or terms of service violations: repeated attempts to bypass limits, aggressive spam or platform abuse.
Legal or contractual grounds: official request from other parties, security team, or law enforcement.
When Not to Block
Do not block a customer for the following reasons — these should be resolved through corrections, not a block:
Updating contact details (phone number or email change)
Profile transfers or merges
One-time points errors (incorrect accrual or deduction)
Disputed transactions with no signs of abuse
How to Block a Customer
Step 1
Click Customers in the CRM menu.
Step 2
Find the customer by name, phone number, or email. Using the customer ID is the most reliable method.
Step 3
Click on the customer to open their profile.
Step 4
Click Block Customer.
Step 5
Specify the reason for blocking and click Confirm.
✅ The customer is now blocked.