Manage customers

Go to the Customers page in the dashboard to view and manage all customers.

Create a customer manually

1. In the dashboard, navigate to Customers.
2. Select Create customer.
3. Input the customer's information in the fields provided.
4. Select Create.

Add documents to a customer

You can use the Documents section to add and manage documents related to the customer. See Manage Documents for more information.

Add a note to a customer

You can store internal notes about a customer.

Steps

1. In the dashboard, navigate to Customers.
2. Select the customer's profile you want to add a note to.
3. In the Notes section, input the note in the field provided.
4. Select Save.

Set a tax exemption code

If the customer qualifies for a tax exemption, you can set the tax exempt code from their profile. See Assign a tax exempt code to a customer for more information.

Manage customer addresses

You can manage customer addresses, default shipping and billing information. Customers can save time at checkout with a default shipping and billing address. Instead of having to fill the information manually, their billing and shipping information will be populated with their saved default addresses.

Add an address

1. In the dashboard, navigate to Customers.
2. Select the customer's profile you want to add an address to.
3. In the Addresses section, select Add address.
4. Input the address details.
5. Select Save.

Set a default shipping address

1. In the dashboard, navigate to Customers.
2. Select the customer's profile you want to set a default shipping address for.
3. In the Addresses section, select the chevron button in an address, then select the Set as default shipping address option.

Set a default billing address

1. In the dashboard, navigate to Customers.
2. Select the customer's profile you want to set a default billing address for.
3. In the Addresses section, select the chevron button in an address, then select the Set as default billing address option.

Delete an address

1. In the dashboard, navigate to Customers.
2. Select the customer's profile you want to delete an address from.
3. In the Addresses section, select Delete on a saved address.

Deactivate a customer

Deactivate a customer to suspend their access while keeping their account information and order history.

Steps

1. In the dashboard, navigate to Customers.
2. Select the customer you want to deactivate.
3. In the Notes section, disable the User account is active toggle.
4. Select Save.

Delete a customer

Delete a customer to permanently remove their account. Their customer profile and information will be deleted, but all data saved to previous orders are left untouched. This is to keep track of financial transactions.

Steps

1. In the dashboard, navigate to Customers.
2. Select one or more customers.
3. Select Delete.

Manage customer metadata

Metadata can be useful to store custom information with key-value pairs.

Add metadata

1. In the dashboard, navigate to Customers.
2. Select the customer whose metadata you want to add or manage.
3. In the Advanced section, select + to add metadata in the following sub-sections:
   • Metadata can be queried by customers and displayed in your storefront, if desired.
   • Private metadata requires an authenticated user with access to the information.
4. In the Key field, enter a unique value/variable that can be used to identify the metadata.
5. In the Value field, enter the metadata's value.
6. Select Save.

Stripe customer ID metadata

If you use Stripe in your checkout, customers who pay for their order using a Stripe payment method will automatically have the NAUTICAL.PAYMENTS.STRIPE.customer_id private metadata saved to their customer account. The value for this metadata field will be the Stripe Customer ID. This connects their Stripe customer account to their Nautical customer account.

If you perform a manual payment through Stripe, such as processing a payment over the phone, you can manually connect the Stripe customer to Nautical by adding the NAUTICAL.PAYMENTS.STRIPE.customer_id private metadata to a customer profile manually.

Reset a customer's password

Customers can reset their password on the storefront by completing these actions:

1. In the storefront's home page, select Sign In.
2. In the Sign in page, Select Forgot password.
3. In the Email Address field, input their marketplace account email address.
4. Select Reset Password.

An email with password reset instructions will be sent to their address. You can modify the instructions and email content by completing the following steps.

1. In the dashboard, navigate to Settings -> Email templates.
2. Select the Account Password Reset email template.
3. Uncheck the Use default email body box and then edit the content as needed.
4. Select Save when you are done.

info

The standard password reset link sent to customers is in the format: https://{your-storefront-url}/reset-password/.