Help Center / Customers · Reference
The customers list
Search, filter and read your customers, and reach every action on a customer from one card.
Where to find itCustomersCustomers
- Who can use this
- Shop owner, Shop Sales Manager
Help CenterHelp CenterHelp Center / Customers · Reference
Search, filter and read your customers, and reach every action on a customer from one card.
Customers › Customers shows one card per customer, newest first. The number beside the title is your total. Under it you see how many are "new in the last 30 days" and, when approval is on, how many are "waiting for approval".
When a search or filter is active, the page shows how many customers were found and a Clear filters link.
| Button | Does | Shown to |
|---|---|---|
| Tag | Filters by a tag: All tags, each tag, Manage tags. While you have no tags it reads Tags and only staff who can edit tags see it | Everyone who sees the list |
| Reports | Opens the customer report | Shop owner, when your package includes reports |
| Groups | Opens Customer groups | Shop owner |
| Add | Opens Add a customer | Only while customer registration is disabled for your shop |
| Filter By, Reset | The same filters as a menu | Shop owner, while customer approval is on |
There is no export button on this page.
Below the figures the card can show reward points, referrals, a partner ID and the join date. The shop owner also sees the customer's groups.
| Action | Does |
|---|---|
| WhatsApp icon | Opens a WhatsApp chat with the customer |
| Wallet amount | Opens the customer wallet. Shown when the wallet is on or the balance is not zero |
| Pencil | Opens Edit a customer |
| Groups icon | Ticks the groups the customer belongs to. Shop owner only |
| Approve | Shop owner only. See Approve customers |
| Restore | See Deactivated customers |
A new shop sees "Your customers will appear here". Customers are added automatically when they sign up or order. The Wallet hint on that screen shows only while the wallet is on.