Manage customers

The customer detail sheet shows a full profile: contact info, order history, loyalty points balance, and segment.

Creating a customer

Use the Add customer button to manually create a customer — useful for phone orders or importing contacts. Provide name, email, and phone.

The detail sheet

Click any customer row to open a right-side sheet. You can deep-link to a specific customer with the ?customer= query parameter. The sheet shows their order history with totals and statuses, loyalty points balance, and computed segment.