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.
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.