View and Manage a Customer

To see everything about a customer, click View in the customer’s row. In the customer profile you can:

• Review order history and purchase totals
• See booked services (if relevant)
• Read and continue message threads

Use Actions inside the profile to:

• Send a message
• View the activity log
• Place an order for the customer

Click Edit to update customer info, add an image, and manage notification settings. Note: the customer’s email address cannot be changed.

You can also keep internal records under Inside Notes by clicking Add comment and attaching files.