Customers
The customer directory, trust status, order history, and adjusting loyalty points and store credit.
Shop → Customers is the directory of everyone who has an account or has ordered. Use it to look people up, understand their history, and manage trust.
Finding a customer
Search by name, email or phone. The table shows each customer's name, contact, number of completed orders, no-shows (orders they failed to collect), and their trust status.
The customer detail panel
Opening a customer shows:
- Contact — name, email, phone, when they joined.
- History — completed orders and no-shows.
- Saved addresses — with labels and a default marker.
- Marketing consent — what they have opted in or out of, per channel.
Trust status
Every customer has a trust level:
| Status | Meaning |
|---|---|
| New | A recent customer with little history. |
| Trusted | A reliable customer. |
| Restricted | A customer to limit — for example after repeated no-shows. |
To change it, pick the new status and add a note explaining why (optional but recommended). The change is recorded in the activity log.
Why trust matters
Trust helps you decide how to treat pay-on-collection orders and no-show risk. Restricting a customer is a considered action — hence the note and the audit record.
Loyalty points and store credit
The panel also lets you adjust a customer's account balances:
- Loyalty points — add or remove points, with a reason.
- Store credit — adjust their balance, with a reason.
Every adjustment is audited, so there is always a record of who changed what and why.