Last verified: 2026-05-19

Customer management (admin)

View customer profiles, metrics, and order history; adjust loyalty points when a loyalty program is active.

Dashboard paths

Page title: Customer Management — Manage your customer relationships and data.

Detail page: Customer Details — View customer information and order history.

Who can do this

Prerequisites

• Organization has processed at least some orders or sign-ups (list may be empty initially)
• For loyalty adjustments: active loyalty program and customer loyalty account

List view — metrics

Analytics cards at the top:

List view — filters

Search placeholder: Search customers by name, email, or phone...

Table columns include customer name/avatar, contact, status badges (Active / inactive styling), type (Guest vs registered), and row actions.

Steps — view a customer

1. Open /admin/customer.
2. Search or filter the list.
3. Click View customer details (eye icon) or open /admin/customer/{id}.
4. On the detail page, use tabs:
   • Overview — profile and spend summary
   • Orders — order history
   • Loyalty — points balance and transactions (loads when tab opened)
   • Communication — messaging tools when enabled

Steps — adjust loyalty points

1. From the list, click Adjust loyalty points (coins icon) on a row with a loyalty account,
   or on detail → Loyalty tab → adjust action.
2. If no loyalty account exists, you'll see: Customer does not have a loyalty account.
3. In Adjust Loyalty Points dialog:
   • Action: Add Points / Deduct Points
   • Number of Points (required, positive integer)
   • Reason (required)
4. Submit. Success toast includes new balance, e.g. Successfully added N points. New balance: X points.

Staff parity

Staff with access use /staff/customer and /staff/customer/[id] with the same patterns; permissions come from role templates.

Verify it worked

• Customer appears in search after placing an order or registering.
• Detail tabs load without errors; order tab shows historical orders.
• Loyalty adjustment updates balance on Loyalty tab after refresh.

Common issues

Related articles

• Loyalty program (admin)
• Manage orders