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  1. Help
  2. Customers & holds

Customers: who they are and what they like

Every customer’s deals, what they collect, their holds and how to reach them.

Updated September 29, 2026Vendor Pro

More in Customers & holds
  1. Customers: who they are and what they like
  2. Cards a customer wants
  3. Put a card on hold

Customers & holds

  1. Customers: who they are and what they like
  2. Cards a customer wants
  3. Put a card on hold

All help topics

Anyone you put on a deal or a hold shows up on the Customers tab. You can also add people by hand with + at the top.

  • Search by name, phone, email, notes or what they collect.
  • The chips show who has a want list, who wants cards you have in stock, and who has cards on hold.
  • Tap a customer to see what they bought from you, what you bought from them, and every deal.
  • Use Text, Call or Email to reach them. Add notes to remember them by.

To put someone on a deal, tap Customer in Settle up, type their name and pick them.

With your numbers hidden, their money totals, contact details and notes are hidden too, in case they’re looking.

Related

  • Cards a customer wantsSave the exact cards they’re hunting for, and see their name when one comes in.
  • Put a card on holdSet a card aside for a customer, take a deposit, then sell it or let it go.
  • Send a receiptText, email or share a receipt after a deal. It never shows your costs.

Still stuck?

Send us a message and we’ll help. Tell us what you tapped and what you expected to happen. Please don’t send passwords or card numbers.

Contact supportReport a problem

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