Managing Customers

The Customers module helps you understand who buys from you, what they bought, and how to follow up.

In 1 minute (Beginner)

• Open Customers
• Search and open a profile
• Review their order history
• Tag them for targeted broadcasts

Step 1 — Open Customers

Click Customers in the left menu to browse your full customer list.

Step 2 — Search and open a profile

Search by name or phone number, then click a customer to open their full profile.

Step 3 — Review order history

Check the customer's recent orders, total spend, and any notes left by your team.

Step 4 — Segment for broadcasts

Tag customers (VIP, New, Inactive) so you can target them with personalized broadcast messages.

Tips

• Following up with past customers is cheaper than finding new ones.
• Use notes to remember preferences and make each message feel personal.