Find a customer
Open the Customers tab and type in Search by name, email, or phone. Results update as you type. Each row shows their order count.
Order history
Tap a customer to see their Contact details and Order History: items, totals, status, and notes. Handy when someone asks what they ordered last time.
Export customers
- 1
Tap Export customers
It's at the top of the Customers tab.
- 2
Filter and sort (optional)
Under Customer since, pick From and To dates to export only customers added in that range. Under Sort, choose an order like Total orders (highest first).
- 3
Tap Export CSV
Your phone's share sheet opens with a file of Name, Email, Phone, and Customer Since. Save it or send it to yourself.
FAQ
- When does someone appear on the list?
- After their first order, after you enter an order for them, or after they sign up with Notify me on your storefront.
- Can I delete a customer?
- Yes. Open the customer and tap the trash icon, then confirm Delete. This also deletes their orders with your bakery and can't be undone.