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Customers

Customer Profile

A view-only page where a customer's personal information, past orders and saved addresses are shown on a single screen.

Where to find: Customer List → click a customer (or ⋮ → View) Who it's for: Anyone who wants to review a customer's information, orders and addresses In short: A view-only page where a customer's personal information, past orders and saved addresses are shown on a single screen.


What is this page?

When you click a customer, the "Customer Detail" page opens. It contains information cards about that customer: Personal Information, Orders, Saved Addresses, plus two cards your team works in — Notes and Tags.

You cannot edit the customer's own details (name, email, phone) on this page. For that you need to go back to the list and choose ⋮ → Edit on the relevant row (see Customer List (and Adding a Customer)). The Notes and Tags cards, however, are edited directly on this page.

Note: This page does not have statistic boxes like "total spending" or "average basket".


Card 1 — Personal Information

The customer's identity and contact information:

  • Profile photo (a gray user icon if there is none)
  • Full Name
  • Email (if there is none, "—")
  • Phone (if there is none, "—")
  • Registration date (when the customer became a member)

Card 2 — Orders

The list of orders placed by the customer:

  • Each order appears as a card: order number, date, total amount and status badge (Pending, Confirmed, Preparing, Shipped, Delivered, Cancelled, Payment Failed, Processing).
  • Clicking an order takes you directly to that order's detail page.

If there are no orders: "No orders — This member has no orders yet."

Tip: This card is ideal for quickly seeing a customer's history; you'll recognize your customers who shop the most/least.


Card 3 — Saved Addresses

The delivery/billing addresses the customer has saved:

  • Each address appears as a card: address name (e.g. "Home", "Work"), the full address, postal code + country and, if available, full name · phone.
  • Addresses marked as a billing address have a "Billing" badge.

If there are no addresses: "No saved address — This member has no saved address."

Note: Address cards are not clickable; they only show information.


Card 4 — Notes

Notes your team keeps about this customer, never shown to the customer. You add notes, edit your own and delete them when needed. Details: Customer Notes and Tags.


Card 5 — Tags

Coloured tags attached to the customer (VIP, Wholesale, Risky…). You add and remove tags here; tags are used as a filter on the customer list and as a rule in automatic customer groups. Details: Customer Notes and Tags.


Frequently asked questions

How do I edit the customer from here? There is no editing on this page. Go back to the Customer List, and choose ⋮ → Edit on the relevant row.

I want to open one of the customer's orders. Click the relevant order in the Orders card; you'll go to the order detail.

Can I see how much they spent in total? This page does not have a statistic box like total spending; however, you can get an idea by looking at the amounts in the Orders card.

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