Managing Customers

The Customers page lists everyone who has created an account on your site. You can search by name or email, and narrow the list to active or suspended accounts.

The list

Each row shows the customer's name, email, when they joined, how many orders they have placed and what they have spent. Click a row to open their profile.

A customer's profile

The profile collects everything that account has done with you: contact details, when they joined and last signed in, their orders with references and amounts, the pages they visited, and their loyalty and membership activity. It also shows their totals — spend, order count, visits and average order — so you can see the shape of a customer without adding anything up yourself.

Suspending an account

Suspending is the control to reach for when something is wrong but you don't want to erase a customer. Open their profile and change their status.

A suspended customer cannot sign in, place an order, make a booking, use any membership or course access you have granted them, or reset their password to get back in. Their record and their history stay exactly where they are, and setting them back to active restores everything at once — nothing has to be rebuilt.

Access and memberships

Granting or removing membership and course access is done from the Access page rather than here. Only an owner can grant or remove it.

The leaderboard

The Leaderboard tab ranks your customers three ways — by what they have spent, by how many orders they have placed, or by how often they have visited — over the past week, the current month, or all time.

Treat it as a way to notice who your regulars are rather than as an accounting figure. If you need money you can rely on, the order totals on your Shop page are the ones calculated for that purpose.

Deleting an account

There is no delete button on this page. If a customer asks you to erase their account, or you need one removed for another reason, ask your developer and they will do it.

It is worth knowing what removal means before you request it. Your sales records survive — the customer's orders and bookings stay in your history, no longer attached to a person. What goes is the account itself and everything personal to it: their sign-in, their loyalty card and stamps, their course progress, their membership access, and any posts, comments or points they had in a community area. That part cannot be undone, which is why suspending is usually the better first move.