The Customers List allows you to see your business’ customer list. On this screen, you can view each customer by the following information:
First & Last Name
Email
Phone Number
Total Dollar Spent
Membership Balance
“Member Since” Signup Date
The search field in the upper-left corner allows you to search for specific customers by first or last name, email or phone number. A primary location filter is next to the search bar. Primary location will need to be assigned manually. Finally, a Verified status Filter. Which enables you to filter email verified, phone verified, or both.
Selecting a customer on the customer list will display the customer’s user profile showing their:
First Name
Last Name
Email
Phone number
Birthday
Primary Location
Any tax exemption you might apply
Status ID
Casl Opt-In
Address
Membership information
Ability to toggle membership
Total spent
Member since
Loyalty Points
Notes
Sales history is available in the "Sales History" tab on the customer profile:
You will be able to see order with various status's including Completed, Refunded, Pending, and Cancelled.
Clicking on an order will open more order information:
