Customer details

The customer details page gathers everything about one customer: their orders and spending, abandoned carts, addresses, wallet, loyalty points, referrals and wishlist, with their contact details, tags, checkout settings and internal notes in the side panel. Open it from Customers > All customers by selecting a customer's name.

In a store registered as a non-profit organization, the page is called Donor details and orders appear as donations, for example All donations and Donations history.

Some sections depend on your plan, such as the order statistics and history, abandoned carts, loyalty points, referrals, the wishlist, customer notes and the cash on delivery setting. When your plan does not include one, it shows blurred values or an upgrade message.

Edit a customer's details

Select Edit details at the top of the page.
Change the fields in the Edit customer dialog: the Customer type, Name, Email, Mobile, Gender, Country, City and Date of birth, or the company fields for a business customer. They follow the same rules as adding a customer.
Sample data from a demo store.
Select Edit to save.

Editing customers depends on your plan and needs the permission to edit customers.

Statistics cards

The cards at the top of the page summarize the customer's activity:

Card	What it shows
All orders	Every order the customer has placed. When some were cancelled, the card shows how many, and View all opens those cancelled orders in the orders list.
Completed orders	Orders that reached the completed status, with the date of the customer's Last order at.
Total spent	The total value of the customer's orders, with their Average order value.
Wallet balance	The customer's wallet balance and their Pending rewards. Select Edit to add or deduct credit, or Activate if the customer wallet is off.
Loyalty points	The customer's available points and their Pending points. Select Edit to adjust the points, or Activate if the loyalty program is off.
Referral rewards	The rewards the customer earned by inviting friends, and how many invited friends joined. Select Copy link to copy their referral link, or Activate if the referral program is off.

Abandoned carts

The Abandoned carts section shows how many carts the customer left without checking out. When there are any, expand the section to see the four most recent: each card shows the cart number, its total, the number of products and how long ago it was updated.

Select Send reminder on a cart to open it in abandoned carts and remind the customer by SMS, WhatsApp or email, with one of your reminder messages or a new one you write. See Send an abandoned cart reminder.
Select View all to see all of the customer's abandoned carts.

Orders history

The Orders history table lists the customer's orders, five per page.

The tabs filter by status: All, New, Preparing, Ready, In delivery, Completed, Cancelled, Processing reverse, Partially Reversed and Reversed, each with its count.
Use the search box, filters and sorting the same way as in the orders list.
The columns show Order number / Source, Payment / Payment status, Shipping, Total / Currency, Status, and Created date / Updated date. Select an order number to open the order.
View all opens the orders list filtered to this customer. It appears when the customer has more than five orders.

The Orders history table with its status tabs, the order columns, and the View all and Create new order buttons — Sample data from a demo store.

Create an order for the customer

Select Create new order under the table. The dashboard starts a draft order with this customer already chosen, and opens it so you can add products.

Manage addresses

The Addresses section shows the customer's saved addresses as cards. The default address carries a Default badge.

The Addresses section with address cards and the Create address button — Sample data from a demo store.

To add an address:

Select Create address.

Fill in the fields:

Field	Rules
Country	Required.
City	Required. Choose the country first. For Kuwait, the field is called Area.
District	Required. For Kuwait, the field is called Block.
Street	Optional.
Short address	Saudi Arabia only. Optional: 4 English letters followed by 4 digits, such as `ABCD1234`.
Exact location on the map	Saudi Arabia only. Select a point on the map to pin the location; the street and district fill in from the map. Quick delivery services need this exact location.
Building number	Countries other than Saudi Arabia. Optional.
Postal code	Countries other than Saudi Arabia. Optional.
Set as default	Makes this the customer's default address.

Select Save.

To change an address, open the menu (⋮) on its card and select Edit, Delete or Set as default.

Wallet

When the customer wallet is active, the Wallet section shows the customer's Available balance and Pending rewards, and lists their recent wallet transactions.

View all opens the customer's full transaction history.
Create new transaction adds credit to the wallet or deducts from it. This needs the permission to manage the customer wallet.

When the wallet is not active, the section shows Customer wallet is not activated with an Activate customer wallet button. The section appears only when your plan includes the customer wallet and you have permission to view it.

Loyalty points

The Loyalty points section shows the customer's Balance, Total earned and Total redeemed, and a table of their points history:

Column	What it shows
Method	How the points were earned or used.
Order number	The related order, if any.
Points	The points added (+) or deducted (-).
Points status	The state of the points, such as active, pending, expired or blocked.
Created date	When the points were recorded.
Expiry date	When the points expire.

View settings opens the loyalty program settings.

Adjust a customer's loyalty points

Select Edit in the Loyalty points section or on the Loyalty points card.
In Edit loyalty points, choose the Action: Add or Delete.
Enter the Points amount.
Enter the Reason for the change. A counter shows how many of the 300 characters you used.
Select Save.

Adjusting points needs the permission to manage the loyalty program, and depends on your plan.

Referrals program

The Referrals program section shows the customer's Total referrals, with how many succeeded and the conversion rate, and the Revenue from referred customers. Its table lists each Referred customer, the Order number, the Reward and Reward type, the Reward status and the Created date. View all opens the referral program.

Wishlist

The Wishlist section lists the products the customer saved from your store, with each product's Name and SKU code, Quantity, Price and the date it was Added at. When a product is on sale, Price shows the sale price with the original price.

Customers save products to their wishlist in your store with the heart icon on a product page, usually next to the add to cart button, and find the list later under the wishlist in their account to buy them.

A product page in the store with the heart icon next to the add to cart button — Personal details are covered.

Only signed-in customers have a wishlist; visitors who aren't signed in don't see it.

Contact the customer

The card at the top of the side panel shows the customer's name, the date they became a customer, their mobile number and email. A badge marks a verified mobile number. Next to the mobile number, select:

WhatsApp to start a WhatsApp chat.
SMS to write a text message.
Call to call the number.
Copy to copy the number.

Next to the email, select Email to write an email or Copy to copy the address.

Under Profile overview, the card shows the customer's Country, Customer type, Gender, Date of birth, Customer source and Last login at. Business customers also show their Tax number and Commercial registration, and a customer who joined through a referral shows Referred by with a link to the person who invited them. Groups lists the customer groups the customer belongs to.

Referral link

When the referral program is active, the Referral link card manages the customer's own referral code:

If the customer has no code, select Generate referral code.
Once there is a code, the card shows the Code and URL, each with a copy button.
To stop the customer from inviting friends with this code, select Revoke access and confirm.

When the program is off, the card shows Referral program not active with an Activate button.

Tag a customer

Tags are your own labels for customers, such as "VIP", "wholesale" or "unreliable", to sort them by interest or behavior.

In the Tags card, select the field and type a tag name.
Sample data from a demo store.
Choose an existing tag from the list, or press Enter to create a new one.
To remove a tag, select the ✕ on it.

Once customers carry a tag, you can:

Filter the customer list by Tags.
Export the customers with that tag: filter by the tag, then use Export filtered results, or select them and choose Actions > Export. See Export customers.
Build a customer group with the Tags condition, or start from the Tagged customers template.

Payment and marketing settings

The Settings card has two switches:

The Settings card with its two switches and the Customer notes card — Sample data from a demo store.

Switch	What it does
Cash on delivery	Shows cash on delivery to this customer at checkout. Turn it off to hide cash on delivery for this customer only. Depends on your plan.
Receive marketing messages	Sends this customer offers and marketing updates.

Changes save as soon as you flip a switch.

Turning off Cash on delivery helps with a customer who keeps refusing cash on delivery orders at the door: they can still order from you, but only with your other payment methods.

Add an internal note

Notes are for your team only; customers never see them.

In the Customer notes card, select Edit.
Write the note.
Select Save note.

Ban or unban a customer

Banning stops you from creating orders for the customer or sending them reminders.

Open the More menu (⋮) at the top of the page.
Select Ban and confirm.

A banned customer's page shows This customer is banned. To lift the ban, select Unban the customer in that message, or open the More menu and select Activate.

Banning customers depends on your plan and needs the permission to edit customers.

Delete a customer

Delete at the top of the page removes the customer from your store, the same as Cancel customer from store in the customer list: you can no longer target them with marketing lists or campaigns.

Select Delete at the top of the page.
Confirm. The dashboard returns to the customer list.

To erase a customer and all their data permanently, use Delete customer and data in the customer list.

Last updated 28 October 2026

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