The customer management feature helps you organize and maintain important customer information. By storing accurate details, you can track sales, improve communication, and strengthen customer relationships.
Add a New Customer
Storing customer information efficiently helps you build customer relationships and keep track of sales. Follow these steps to create a new customer record in the system:
From the left menu, click Customers.
Then select the Customers tab.
On the Customers page, click the New Customer button in the top right.
Fill Out the Customer Information.
Once done, click save.
Tier type
A tier type lets you apply rewards or discounts to individual customers. Select the tier from the dropdown menu to automatically apply its benefits during a sale.
Once you have finished entering the customer information, click Save in the bottom right. Enter the following details:
First and Last Name.
When creating a new customer, a first name are required. A last name is optional, but recommended.E-Mail.
An email is not required but is recommended for customers. Entering an email gives you a way to easily contact the customer and allows you to auto email receipts to them in the settings below.
Phone Number.
A phone number is not required but is recommended for customers. Entering a phone number gives you an easy way to contact a customer and allows you to send text receipts in the settings below.Select Image.
Select an image to be associated with a customer.
Address Information.
Input address information.Comments.
A space for extra information about a customer. You can choose to make comments visible on receipts or to customers, so use discretion when filling out this field.Internal Notes.
Notes that are for internal use only. These can be edited on the customer profile or during a sale and will never display to customers.Company Name.
If the customer is a contact for a business, use this field to represent their company.Account Number.
Enter a customer or business account number here, if applicable.Override Default Tax for Sale.
If a customer requires a different tax rate than your site or product defaults, enable this feature to override the default tax.Override Default Tax for Sale.
Check and add a custom tax. You can select one tax group or add up to four custom taxes.
Note:
Auto Email Receipt.
Automatically email receipts if a valid email is provided. Customer consent recommended.Always SMS Receipt.
Check this box if you want the customer to always receive their receipt via text message. A valid phone number must be entered. Message and data rates may apply.Custom Fields.
Any custom fields you’ve created for customer records will appear here.Files.
You can attach up to five files relevant to the customer, with a file size limit of 100 MB per file.
Edit a Customer
Follow these steps to make changes to an existing customer record:
In the left menu, click Customers.
Select the Customers tab.
On the Customers page, locate the customer you want to edit.
Access the edit option.
In the Actions column, click Edit.The Customer Information page will open. Make any necessary changes.
Click Save to apply the changes.
Delete a Customer
Use these steps if you need to remove a customer from the list:
In the left menu, click Customers.
Select the Customers tab.
On the Customers page check the box next to the customer you want to delete.
You can select multiple customers at once.
Above the customer list, click Delete.
Approve the deletion.
A confirmation popup will appear. Click OK to proceed.
Note: If you delete a customer by accident or need to permanently remove customers, use the Manage Deleted Customers option.
Manage Deleted Customers
If you accidentally deleted the wrong customer, follow these steps to restore them as long as cleanup hasn’t been done:
In the left menu, click Customers.
Select the Customers tab.
In the top-right corner, click the three dot.
Select Manage Deleted Customers.
Check the box next to the customer’s row.
A menu will appear at the top-left. Click Undelete. Once done, return to the main list.
Note: The Cleanup Old Customers permanently removes all previously deleted customer records. Once cleaned up, the data cannot be restored or edited, and individual customers cannot be selected. Use with caution.