View a customer profile

Each customer's profile shows how much they have spent, their latest order, their addresses, their account on your store and the reviews they wrote.

You can also edit the customer's name, phone number and addresses here, and leave notes that only staff can see.

Open one customer’s profile

1. Go to Customers.
2. Click the customer’s name.

The top of the page has 4 numbers: Total spent, Orders, Average order value and Customer since. If the customer once ordered without signing in using the same email, a line tells you those orders are counted too.

On a small screen, the cards stack in one column and the Contact information card comes first.

See a customer’s orders

1. In the Last order card, see the date of the latest order and the total number of orders.
2. Click View orders.

The Orders page opens, already searched by the customer’s email, or by name if the customer has no email.

Edit the name and phone number

1. In the Contact information card, click the three-dot icon Contact actions.
2. Choose Edit contact information.
3. Edit the Name.
4. Edit the Phone, or leave it empty if the customer has none.
5. Click Save.

The Email field is view only and can’t be edited.

Manage a customer’s addresses

1. In the Contact information card, click the three-dot icon Contact actions.
2. Choose Manage addresses.
3. On the address you want to change, click Edit, Make default or Delete.
4. Click Done when you finish.

To add an address, click Add address in the same box, enter the address and click Save. To delete, click Delete address to confirm. Deleting an address doesn’t change the shipping address of existing orders.

The default address is filled in when you pick the customer while you create an order. To change the default address, click Make default on another address.

See a customer’s account on your store

The Account card tells you whether the customer has an account on your store. If not, the card has one line saying the customer hasn’t created an account.

If the customer has an account, the card shows:

• Whether the email is verified.
• Sign-in methods: Password, Google or One-time code.
• Last sign-in and the number of Active sessions.
• A red label when the account is temporarily locked from signing in. An account is locked for 15 minutes after 10 wrong password attempts, then unlocks by itself.

Only the Store Owner and Administrators can see the details of each session.

Add an internal note

1. In the Internal notes card, enter a note, for example wholesale customer, likes morning delivery.
2. Click Save.

A note can be up to 2000 characters. The customer can’t see this note.

Write a comment on the timeline

The Timeline records when the customer was created, the orders they placed, payments, addresses, reviews, sign-ins and changes to the profile, with who did each one. Not every change appears here.

1. Enter your text in the Leave an internal comment field.
2. Click Post.

You can edit your own comment in the first 5 minutes and delete it at any time. Click Load more at the bottom to see older entries.

See a customer’s reviews

The Reviews written card lists the product reviews the customer has submitted. The Review invitations card shows which invitations were sent, opened or reviewed. To approve or reply to reviews, see Manage product reviews.

Frequently asked questions