How to add and manage customers
Add customers in the Merchant Hub and manage them — capture their details, group them with tags, add private notes, and see their order history.
In the Merchant Hub you can add and manage customers — keep their contact details on file, group them with tags, add private notes, and review their order history. Here's how to add a customer and work with their record.
How to add a customer
In the Merchant Hub, go to Manage → Customers.
Choose Add Customer.
Enter the customer's details — First and Last Name, Email (required), and Phone. Add a Billing Address, and a Shipping Address (or tick Shipping same as billing). You can also add notes.
Create the customer.
You can also bulk import customers from Settings → Import / Export.
Manage a customer
Open a customer's record to manage them:
Tags — use the tags section (Add tag...) to group customers, for example "VIP" or "Wholesale", so you can filter the list later.
Notes — add private notes (visible only to your staff). You can also bulk-add a note to several customers at once.
Order history — the order history block shows every order the customer has placed, with totals and dates, so you can see what they've bought and how often.
Frequently asked questions
What's required to add a customer? A valid email address is required; name, phone, and addresses are optional but useful.
How do I group customers? Add tags (like VIP or Wholesale) to a customer, then filter the customer list by tag.
Are notes visible to customers? No — notes are private to your staff.
Can I add many customers at once? Yes — bulk import them from Settings → Import / Export.
Step by step
- 1
Open Customers
In the Merchant Hub, go to Manage → Customers.
- 2
Add a customer
Choose Add Customer and enter the details — First and Last Name, Email (required), and Phone. Add a Billing Address (and a Shipping Address, or tick Shipping same as billing), and any notes. Create the customer.
- 3
Add tags
Open the customer's record and use the tags section (Add tag...) to group them, for example VIP or Wholesale.
- 4
Add notes
Add private customer notes on the record (visible only to your staff).
- 5
View order history
The order history block on the record shows every order the customer has placed.
Frequently asked questions
What's required to add a customer?
A valid email address is required; name, phone, and addresses are optional but useful.
How do I group customers?
Add tags (like VIP or Wholesale) to a customer, then filter the customer list by tag.
Are notes visible to customers?
No — notes are private to your staff.
Can I add many customers at once?
Yes — bulk import them from Settings → Import / Export.