Recommended for: Owners, admins, managers, and staff Time to complete: 5 minutes to learn
Customer information should be handled carefully, kept accurate, and only used for legitimate business operations.
Simple Rules
only collect details the business genuinely needs
keep records accurate and up to date
do not store unnecessary private information
only let authorised team members access customer data
Operational Use
Customer information should only be used for:
fulfilling orders
handling support issues
managing bookings
recognising returning customers where appropriate
Good Team Habit
If the team does not need a piece of information to run the business, do not save it.