What this helps you do

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

Before you start

Collect only the details the customer can provide. Ask separately before enabling promotional email or WhatsApp messages.

Steps

  1. In the Upstorr admin, open Customers.
  2. Select Add customer.
  3. Enter any known customer detail, such as an email, name, phone number, tag, or private note. Email is optional, but must be valid if entered.
  4. Leave unknown details blank. A completely empty customer cannot be saved.
  5. Turn on a marketing option only if the customer personally agreed to it.
  6. Select Save.

If an entered 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.

An address already used by an order or delivery cannot be deleted. Add a new address for future deliveries and choose it as the default when needed; the old address stays with the existing records.

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: enter at least one customer detail. If you entered an email, check that it is valid.
  • Email marketing is unavailable: add the customer's email first, then confirm their consent.
  • WhatsApp marketing is unavailable: add the customer's phone number first, then confirm their consent.