What this helps you do

Create one customer profile, save their delivery details, and understand the profile summary.

Before you start

Keep the customer's correct email address ready. Ask separately before enabling promotional email or WhatsApp messages.

Steps

  1. In the Upstorr admin, open Customers.
  2. Select Add customer.
  3. Enter the customer's email address. This is required and identifies the customer in your store.
  4. Add any useful optional details, such as their name, phone number, tags, or a private note.
  5. Turn on a marketing option only if the customer personally agreed to it.
  6. Select Save.

If that email already belongs to a customer in this store, Upstorr opens the existing customer instead of making a duplicate.

Add an address

  1. Open the customer.
  2. Find Add address.
  3. Enter the complete address.
  4. Choose whether it should become the default shipping address.
  5. Select Add address.

The first saved address becomes the customer's default shipping address when they do not already have one.

Understand the customer summary

  • Joined is the date the customer profile was created.
  • Orders is the number of orders connected to this customer.
  • Total spent adds the totals of this customer's paid orders. Unpaid and failed orders do not increase it.

Delete a customer

Select Delete on the customer page and confirm the warning. The customer profile is removed, but existing orders and their history stay in Upstorr.

Only delete a customer when you truly want to remove their saved profile. Deleting is different from removing one address or turning off marketing consent.

What happens next

The saved customer becomes available when you prepare orders and use other customer features. Their summary changes as paid orders are connected to them.

Common problems

  • Existing customer opened: the email is already saved in this store. Upstorr opens that profile instead of making a duplicate.
  • Save is unavailable: check that the email is complete and valid.
  • WhatsApp marketing is unavailable: add the customer's phone number first, then confirm their consent.