Managing customers

Organize customers by sales activity and email them about upcoming promotions, or to help them with their orders.

Last updated January 22, 2025

Customer contacts are automatically created after a customer checks out. You can view and manage customers in the Contacts panel. Under Lists & Segments, click Customers to:

  • View key information like order history, email address, and total money spent.
  • Sort customers by number of orders, total amount spent, and other details.
  • Organize customers using notes and tags.

Accessing this feature

Managing customers is available in the Basic, Core, Plus, Advanced, Commerce Basic, and Commerce Advanced plans. To learn more, visit Choosing the right Squarespace plan.

Before you begin

  • It's not possible to create, import, or edit customers manually at this time.
  • Customer contacts don't include abandoned checkouts.
  • If you have a subscription to Member Sites, anyone who purchases a membership to your member sites appears in Customers.

Customer accounts

You can enable customer accounts to help customers checkout faster. When a customer creates an account, they can securely save their payment methods, shipping addresses, shopping carts, and online order information. Customers with an account will display a check in the Accounts column of the Customers panel.

You're responsible for helping your customers with any issues they may have when accessing their customer accounts. Learn more about our best practices for helping your members in the Help your account holders section of our customer accounts guide.

Find customers

Filter by Customers to view customer details:

  1. Open the Lists & Segments panel.
  2. Click Customers.
  3. A list of your customers displays in the panel. You can sort the list by details like name, email address, and last order date.
  4. Use the Total Spent dropdown menu to view customers who spent the selected minimum or maximum amount on your site, or click More Filters for other filter options. To search for specific customers by name or email address, enter text in the search field, then press Enter.
  5. Click a customer to view their customer details, like their spending and order history.
  6. Click Full Profile for a complete overview of their contact information and site engagement. From here, you can add tags and internal notes. If their contact information displays an Accepts Marketing label, it means you can contact that user via an email campaign.

View customer details

Under Customers, click any customer to open their Customer details, which includes this information:

  • Name
  • Email address
  • Total spent
  • Date of last order
  • Average order value
  • Number of orders
  • Shipping address - From their most recent order. If the most recent order was for a digital or service product, the shipping address won’t appear.

If your customer has an account, you can view all their saved shipping addresses, payment methods, and billing addresses if they've made an online purchase. Sales made through Squarespace Point of Sale don't display in a customer's account because it's not possible to log in during in person checkout.

Tip

Total spent, last order, order cost, and average order values are based on original order totals (including shipping, tax, and discounts). These amounts don't account for refunds.

To contact a customer:

  1. Open the Lists & Segments panel.
  2. Click Customers, then click the customer you want to contact.
  3. In their contact information, click their email address to open a new email.

Tip

Add and manage tags

You can add internal tags to help organize your customers and make them searchable. For example, creating a tag for "Top100" to identify top customers or "Vegan" to track dietary needs. Tags aren't visible to your customers. You can create up to 250 unique tags. To add tags:

  1. Click a customer to open their contact information. Enter text in the Tags field to add searchable tags. Click the X on a tag to remove it.
  2. To manage tags, click the ... icon in the top-right corner of the Contacts panel and click Manage tags.
  3. Click the ... icon beside a tag to edit or delete it.

Add internal notes

Add internal notes to keep track of customer details, like special shipping requests, previous interactions, and other key details. Internal notes aren’t visible to your customers.

To add a note:

  1. Click a customer to open their contact information. Enter text in the Recent Internal Notes field.
  2. Click Save.

You can press Enter to add a new line or press Shift + Enter to save.

Below the Internal Notes field, you can view previous notes with the contributor's name and date entered. Click the ... icon beside the note to edit or delete it.

Note

Customers notes are only visible in a customer’s unique contact information and don’t include order notes.

View order history

In the customer details, click Orders to view a summary of the customer's recent orders. To fulfill, cancel, refund, or print a receipt/package slip, click Manage In Orders.

View_Orders.png

The order summary doesn't include canceled orders.

View subscription history

In the customer details, click Recurring. Click a subscription to view its details or cancel it. To learn more, visit Subscription products.

Export as .csv

To export your customers as a .csv file:

  1. In the Lists & Segments panel, click Customers. Alternatively, you can click First-Time CustomersRepeat Customers, or a saved user segment to export specific groups of customers.
  2. Click the export icon in the top-right corner.
  3. Click Confirm.

The .csv file includes:

  • Account
  • First Name
  • Last Name
  • Email
  • Total Orders
  • Total Spent
  • Average Order Value
  • Date of Last Order
  • Customer Since
  • Last used Shipping Name, Address, and Phone Number
  • Last used Billing Name, Address, and Phone Number
  • Tags

Note

Notes aren't included in the exported .csv file.

FAQ

Can my customers log into their accounts?

Yes. By enabling customer accounts, your customers can create accounts at checkout or by using a Sign In link on your site. They can log into their account to manage their saved information and view orders.

Can I add new customer contacts?

Customer contacts are generated when an order is received, based on the email address entered at checkout. If you enabled customer accounts, your customers can create accounts without placing an order using the Sign In link.

Why are there duplicate customers?

Customer contacts are generated by email address entered at checkout. If a customer uses an alternate email address for a second order, this creates a new customer contact. It's not possible to merge contacts at this time.

Why isn't there a shipping address?

Customer information is based on the most recent order. If the most recent order was for a digital or service product, no shipping address was collected at checkout.

Can I view customer details on a Commerce legacy plan?

No. The ability to view customer details is exclusively available for the Basic, Core, Plus, Advanced, Commerce Basic, and Commerce Advanced plans. If you're on a Commerce legacy plan, you can switch to a current Commerce plan to begin using this feature. To learn more, visit What plan am I on?

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