The Customers tab gives you a full view of your customer list and activity in one place. You can track customer details and order history, contact customers through the built-in messaging system, place orders on their behalf, and add internal notes and files to keep everything organized.
Open the Customers Tab
- Go to your website Dashboard.
- Click Customers in the side menu.
You’ll see a table listing all customers who interacted with your website (for example, through the Store, Booking, and other modules).
Understand the Customers List
Each customer appears as a row in the table:
- Name
The name the customer entered during purchase/registration.
- Email
The customer’s email address.
- Phone Number
The customer’s phone number (if provided).
- Country
The customer’s country.
- Modules
Shows where the customer activity came from (for example: Store, Schedule, and more).
- Filter (Tags)
Filter customers by tag to display only customers linked to that tag.
- Joining Time
The date and time the customer was added.
- Promotion Notification
Shows whether the customer is subscribed to promotional emails.
(Green = enabled, Red = disabled)
- System Notification
Shows whether the customer is subscribed to system update emails.(Green = enabled, Red = disabled)
- View
Opens the customer profile to view activity, edit details, and message the customer.
View and Manage a Customer
Open the customer profile (View)
Click View to see the customer’s full details, including:
- Order history and purchase totals
- Booked services (if relevant)
- Message threads
Actions
Inside the customer profile, use Actions to:
- Send a message
- View the activity log
- Place an order for the customer
Edit customer details
Click Edit to update customer information, add an image, and manage notification settings.
Note: The customer’s email address cannot be changed.
Orders total
Check the customer’s total purchases and review their order history.
Internal notes and files
Under Inside Notes, click Add comment to save internal notes and attach files related to the customer.
Quick Actions from the Table (Three Dots)
Click the three dots next to a customer to perform actions without opening the profile:
- Edit - Update customer details
- Send message - Message the customer (visible later in the customer profile)
- View activity log - See recent customer activity
- Place an order - Create an order for the customer (you can also apply coupons)
- Inactive - Mark the customer as inactive
Note: Inactive customers appear only in the inactive customer list
Add a New Customer Manually
- In the Customers tab, click Add New Customer.
- Enter the customer information.
- Click Save.
From this screen, you can also:
- Assign a tag
- Subscribe the customer to your mailing list (if you choose)
Export or Import Customers (CSV)
You can manage customers in bulk by exporting or importing a CSV file.
- Click the down arrow next to Add New Customer.
- Choose Export or Import.
Export
Export your customer list to work with it in tools like Microsoft Excel or Google Sheets.
Import
Import customers from an existing list.
Import type
- Upload CSV File - Import a properly formatted CSV file
- Simple Copy/Paste - Paste customer email addresses separated by commas
Automatically subscribe (optional)
Turn on Automatically Subscribe to add imported customers to your mailing list.
Note: If you don’t enable this option during import, customers won’t be subscribed automatically. You’ll need to enable it later manually, or customers can subscribe themselves from the Client Zone (if available).
CSV file requirements
To avoid import issues, make sure your CSV matches the platform format:
- Download the example CSV file provided in the import screen.
- Enter your customer data using the same column titles.
- Avoid adding extra fields that aren’t included in the example file - those fields won’t appear in the customer table and may cause the import to fail.
