Help CenterHelp Center / Customers · How-to
Keep internal notes on a customer, tag them, and read everything that happened with them in one feed.
Two panels at the bottom of a customer's edit page are for your team only: Notes and tags and Timeline. The customer never sees them. The notes panel is marked Staff only.
Open them with the pencil on a customer's card, then scroll down.
Choose a tag in the Tag list and select Add tag.
Select New tag, type a Tag name, pick a Colour and select Create and add.
Select the cross on the tag (Remove tag).
A customer with no tags shows "No tags yet." A customer can carry up to 20 tags. Manage all tags on the Tags page.
Type in the box labelled "Add an internal note (only your team sees it)". A note holds up to 2000 characters.
Select Add note. The note appears with your name and the time.
A note can be changed with Edit and Save note, or removed with Delete, which asks "Delete this note?". The author can do this for 15 minutes after writing it; the shop owner can at any time. An edited note is marked "edited". Notes written by someone who has left your team are signed "Former staff member".
The shop owner, Shop Managers and Shop Sales Managers can add notes and tags. Other staff who open the page can only read them.
Timeline is one feed, newest first, of what happened between this customer and your shop:
Select Show older to load more. A customer with no history shows "Nothing here yet."
The timeline is read-only. To act on an entry, open the order, the wallet or the panel it came from.
Orders have the same Notes and tags panel. Tags are shared: one tag can sit on both customers and orders.