Manage customers

Add a customer

1. 1Open Catalogue → Customers.
2. 2Choose Add customer.
3. 3Enter the customer's name and phone number.
4. 4Add email or address details when available.
5. 5Save the customer.

Use the customer profile

A customer profile brings together contact details, recent orders and relevant messaging history. Use labels to create useful groups, and update incorrect details instead of creating another record.

Marketing preferences

Customers marked as opted out must not receive promotional messaging. Use bulk opt-in or opt-out actions only when you have a valid basis and accurate consent records.

Import customers

Use Import on the Customers page for a spreadsheet of contacts. Review the preview, column matching and invalid rows before confirming the import.