To view your customers, go to Contacts > Customers.

 

Customer Registration and Record Keeping

• Whenever a new customer registers through your ecommerce platform or directly with Members One, the system automatically creates and stores a comprehensive record for them.

Synchronised Customer Records

• Customer records are meticulously kept in sync between Members One and your e-commerce platform, ensuring all customer data is current and accurate.

Profile Contents

Customer Information

• Each customer profile contains key details, including club memberships, loyalty discounts, order history, purchase statistics, and contact information.

• This provides a central view of the customer’s relationship with your business.

Address Information

• View the customer’s billing and shipping addresses on file.

• Note: To update this information, you must do so in the customer’s account in your connected e-commerce platform (e.g., Shopify or WooCommerce).

Loyalty Discounts

• If a customer qualifies for a loyalty discount, their profile will display:

  • Discount Status
  • Loyalty Tier
  • Discount Amount
  • Qualifying Date
  • Date Joined

  • Total Sales

• This allows you to track a customer’s loyalty engagement and tailor offers accordingly.

To learn more about loyalty discounts, click here.

Notes

• Staff can add internal notes to customer profiles to support personalised service and cross-team communication.

• Notes may include reminders, customer preferences, support history, or follow-up actions.

• Notes are internal only and are not visible to the customer.

 

Emails

• View a history of all system-generated emails sent to the customer (e.g. order confirmations, membership updates).

• You can also resend previously sent emails directly from the profile.

Activity log

• The activity log tracks all profile-related actions, including:

  • Membership signups, edits, or cancellations

  • Shipping or billing updates

  • Log in or access events (if available)

 

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Customer List Table

Below is a table of list page items and their functions.

Customer Number	A unique identifier assigned to each customer, used to locate or reference their profile.
Customer Name	The customer’s full name (first and last).
Email	The email address associated with the customer. Each email can only be used once per site.
Customer Type	Indicates whether the customer is a Member, Prospect, or Purchaser.
LTV	Stands for Lifetime Value – the total amount the customer has spent across all purchases.
Last Order	The date of the customer’s most recent order.
Action	Allows you to view or edit the customer’s profile and related activity.