Orders
Customer accounts
Customer accounts help you keep track of who buys from your store, their order history, and contact information. Understanding your customers helps you provide better service and grow your business.
Viewing customers
- From your admin, go to Customers
- Browse or search for customers
- Click a customer to see their profile
Customer profiles show:
- Contact information
- Order history
- Total spent
- Account creation date
Tip
Use the search function to quickly find customers by name, email, or order number.
Customer information
Each customer profile includes:
Contact details
- Email address
- Phone number
- Default shipping address
- Default billing address
Order history
- All past orders
- Order statuses
- Total amount spent
- Average order value
Editing customer information
- Open a customer profile
- Click Edit
- Update the information
- Click Save
You might need to update customer information when:
- They've moved to a new address
- They have a new phone number
- You need to correct a typo
Important
Always verify with the customer before making changes to their account information.
Customer groups
Organize customers into groups for targeted marketing:
- VIP - Your most valuable customers
- Wholesale - Business customers with special pricing
- New - First-time buyers
To add a customer to a group:
- Open their profile
- Click Add to group
- Select the group
- Save changes
Customer notes
Add private notes to customer profiles:
- Open a customer profile
- Scroll to the Notes section
- Add your note
- Click Save
Use notes to record:
- Special requests or preferences
- Communication history
- Important account information
Tip
Good notes help your team provide consistent, personalized service across all customer interactions.
Next steps
- Process orders for your customers
- Set up email communications
- Create discounts for loyal customers