Customers

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    On the Customers tab, you can view a list of current customers and invite customers to your store manually or by CSV upload. 

    Customers_Tab.png 

    On the Customers tab, you can:

    Export Customers CSV - Export a CSV file with all customers.

    Import Customers CSV - Import a CSV file to invite new customers. 

    Invite customers - Invite new customers with name and email address. 

    Search and Filter customers - Search customers by name, email, by date creation.

    Customer Summary - By opening an individual customer the admin can access and edit basic information (name, email address, bio, notes, roles, password).

    Customer Access - This allows the admin to view current, active products the customer has access to or assign a new product to the customer.

    Customer Invoices - This allows the admin to see a list of invoices from a specific customer.

    Refund Customer - Selecting an invoice from a customer, the admin can initiate a refund.

    Customer Activity Log - See all the activity for a specific customer.

    Customer Email History - All emails sent to the customer according to the email templates.

    Track Customer Progress - Track progress for a specific customer and see what they viewed.

    Impersonate Customer - The impersonate feature allows the admin to see the storefront from the perspective of a specific customer.

    Delete Customer - Fully delete the customer.

     

     

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