Manage customers

Open Customers to find a customer's contact details and order history. Use search and the Has Orders / No Orders and opt-in filters to narrow the list.

• Add Customer creates a record for a customer you are entering yourself. Add their full name, optional preferred name, email/phone and address as needed.
• Open an existing customer to review or update their details. A preferred name can be used to personalize messages.
• Export downloads customer data as CSV using the current search, filters and sort order.
• Sign-Up QR gives you a way for customers to reach your sign-up page.
• Blasts → Customer Groups lets you create a named group and manage its members for later campaigns.

Email marketing, SMS marketing and transactional messaging preferences are distinct. Having a phone number/email, an order history or group membership does not establish marketing permission. Campaigns still filter recipients by the relevant consent.

If a customer is missing from a blast, check their contact details, the audience/group selection and the relevant opt-in filter. Customers with orders cannot be deleted through the customer-list delete action.