How to manage your customers
See every buyer from every channel in one list, with their orders, spending and saved addresses, and add customers by hand.
The Customers page lists everyone who ordered or signed up, from every channel: your online store, Facebook, Instagram, WhatsApp, WooCommerce, Shopify and orders you add yourself. You can see how many orders each person placed and how much they spent.
Before you start
- Customers are added for you when they order. You only need to add one by hand for phone or walk-in orders.
- To add, edit or delete customers, your role needs the right permission.
See your customers
- In the sidebar, click Customers.
The Orders (1) and Spent (2) columns show how many orders each customer placed and how much they spent. - Search by name, email or phone in the search box.
- Use the Channel filter to see customers from one place, for example only WhatsApp.
- Click a customer to open Customer details. You’ll see their contact details and saved Shipping addresses.
Add a customer
- On the Customers page, click Add customer.
- Fill in First name and Last name. Both are required.
- Add an Email and Phone if you have them.
- Click Add customer.
Fill in First name and Last name (1), add a Phone (2), then click Add customer (3).
You can also add a new customer while creating an order. Click New customer in the Create Order panel.
Edit or delete a customer
- Open the customer’s menu (the three dots).
- Choose Edit to change their details, or Delete to remove them.
Deleting a customer keeps their past orders. The order history stays, but the link to the customer may be cleared.
Tips
- The Orders and Spent columns help you spot your best buyers. Click the column name to sort.
- Want to message buyers later with WhatsApp campaigns? Turn on Auto-save as contact in Orders → Settings. See WhatsApp templates and contacts.
- Add a phone number whenever you can. Couriers need it, and invoices by SMS use it.
Troubleshooting
“First name cannot be empty” or “Last name cannot be empty”
Both names are required. Fill them in and save again.
“Couldn’t load customers. Please try again.”
Refresh the page. If it keeps happening, check your internet connection.
“Failed to load shipping addresses.”
Close the details panel and open it again. The customer’s addresses will load once the connection is back.