Add and look after customers

Add a customer, see their orders, loyalty and store credit, and keep notes in one place.

3 steps 3 minEverydayBack office

0 of 3 done

Step 1 of 3

Open Customers

Open Customers in the menu. Search by name, email or phone, or choose Add customer.

Done

CustomersAdd customerAdd customer

Sam Taylor14 ordersAlex Lee3 orders

Step 2 of 3

Enter their name, Email and Phone, tick the marketing consent they gave you, add an address or notes, and choose Save customer.

Done

Add customerSave customer

First nameSamEmailsam@example.comMarketingCustomer agreed to receive emailsOnly with their consent

Step 3 of 3

A customer's page shows Recent orders, Store credit, Loyalty, Stamp cards, the Timeline and their Tags and notes.

Done

Sam Taylor

Recent orders14Loyalty120 pointsLoyaltyStore credit£5.00

Open a store and follow this guide as you go.

3-day trial for £1, refunded if you cancel during the trial