Customers — Overview
This is where you see the list of customers who have signed up (registered) to your store and each one's profile; you can also add new customers manually.
Where to find: Left menu → Customers Who it's for: Anyone who views, adds and manages the customers registered to their store In short: This is where you see the list of customers who have signed up (registered) to your store and each one's profile; you can also add new customers manually.
What is the Customers section?
When a person becomes a member of your store (signs up), a customer record is created here. The Customers section is where these registered users are listed and reviewed one by one.
Wording confusion (important): In this application, "Customer" and "Member" mean the same thing — a user registered to your store. The left menu and page title say "Customers"; but on the add button and in the form you'll see expressions like "Add Member" and "New Member". Both refer to the same person.
There are two screens
- Customer List: The screen where all customers appear in a table. From here you add, edit and delete customers. → Customer List (and Adding a Customer)
- Customer Profile: The screen that opens when you click a customer, showing that person's information, orders and addresses. → Customer Profile
What is it used for?
- Viewing and updating your customers' contact information.
- Reviewing a customer's past orders and saved addresses.
- Manually adding a customer you know through channels like phone/in-store (for example, before opening a manual order on their behalf).
Tip: When creating a manual order (Creating a New Order Manually) you select the customer from the list. If the customer isn't registered yet, you can either add them here first or enter them as a "Guest" on the order screen.
Customer count limit (quota)
Depending on your plan, there may be a maximum number of customers you can add. As you approach/reach the limit, a warning banner appears and the Add Member button may become disabled.
Documents in this folder
| File | Content |
|---|---|
| Customer List (and Adding a Customer) | List: columns, search, customer add/edit form, row actions, pagination |
| Customer Profile | Profile: personal information, orders, saved addresses |