SimplePress Docs

Customers

A read-only view of everyone who has placed an order or created an account on your storefront.

Overview

The Customers section gives you a read-only view of everyone who has placed an order or created an account on your storefront. You can search your list, review individual purchase history, and see at a glance how many of your customers have opted into marketing emails.


The Customer List

Navigate to Customers in your admin sidebar to see your full customer list.

At the top of the page you'll see two summary cards:

  • Total Customers β€” the total number of customer records in your store
  • Accepts Marketing β€” how many customers have opted in to receive marketing emails

The table below shows every customer with the following columns:

ColumnWhat it shows
NameFirst and last name (if provided)
EmailThe email address used at checkout or signup
OrdersTotal number of orders placed
Total SpentLifetime spend across all orders
MarketingWhether the customer has opted in or out of marketing emails
JoinedThe date their customer record was first created

You can search by name or email using the search bar. The table updates to match your query.

πŸ“· Photo needed: Customer list showing the summary cards, search bar, and table with several rows β€” marketing badge variants (opted in vs. opted out) both visible.


Customer Detail

Click View on any customer to open their detail page. This page is divided into two sections:

Order History

A full table of every order this customer has placed, including order status, items, and totals. Clicking an order takes you directly to the order detail page.

Customer Info

A sidebar card shows:

  • Name (if they provided one)
  • Email
  • Phone (if provided)
  • Marketing preference β€” opted in or opted out
  • Total Orders and Total Spent summary

πŸ“· Photo needed: Customer detail page showing the order history table on the left and the customer info / summary cards on the right.


How Customers Are Created

You never create customers manually β€” they are created automatically in two ways:

  1. Guest checkout: When someone places an order without creating an account, a Customer record is created using their email address. They are not linked to a user account yet.
  2. Account signup: When a shopper creates an account on your storefront and verifies their email, they are linked to their Customer record. If they had placed orders as a guest with the same email address, those orders are automatically linked to their account β€” no action needed from you.

What Customers See on the Storefront

Your customers have their own account area on your storefront at /account. From there they can:

  • View order history β€” a list of all their past orders with status and tracking details
  • View order details β€” individual order pages showing items, shipment tracking, and shipping address
  • Manage their address book β€” add, edit, delete, and set a default shipping address
  • Update account settings β€” change their display name, email, and password
  • Update security settings β€” manage their login credentials and connected accounts
  • Set marketing preferences β€” opt in or out of marketing emails

Note: Customers must be signed in to access their account area. Pages redirect to sign-in if a session is not active.


Marketing Opt-In

The Accepts Marketing flag is set by the customer β€” either during checkout or from their account preferences page. You can see the status for every customer but you cannot override it. Customers control their own preference.


What You Cannot Do

  • Edit customer profiles β€” name, email, phone, and shipping addresses are read-only in the admin
  • Delete customers β€” customer records cannot be removed from the admin
  • Message customers directly β€” there is no built-in messaging or bulk email tool in the admin; the marketing opt-in status is informational only
  • Merge duplicate customer records β€” if the same person checks out as a guest multiple times with different emails, those records remain separate

Feature Flag

The customerAccounts feature is on by default and is not owner-toggleable. Contact platform support if you have questions about this feature.


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