Who your customers are

Five groups your shop sorts itself into, and what each one is good for.

User guide

These guides describe implemented workflows. You still need an account and access to the product; individual features can have separate requirements.

Where: Dashboard, Customers

Above your customer list are five groups. You do not create them and you cannot get them wrong. They are worked out fresh from your own orders every time you open the page, so they are never out of date.

Repeat buyers. Bought more than once. These people already decided you are worth coming back to, which makes them the cheapest sale you will ever make.
One-time buyers. Bought exactly once. Usually the biggest group in a shop, and the one with the most room in it.
Lapsed. Bought before, and nothing in the last three months. Worth a message before they forget the shop entirely.
High value. Spent more than most of your paying customers. Worth knowing by name.
New. First bought in the last month.

Before you continue

The five numbers do not add up to your customer count, and they are not meant to. Somebody can be in several groups at once. A repeat buyer who has gone quiet is both a repeat buyer and lapsed, and you want to find them on either list.

High value is worked out from your shop rather than from a fixed amount. It means the top fifth of the people who have actually paid you. A sweet shop and a furniture shop do not agree on what a large order is, so we do not pick a number on your behalf. If fewer than ten people have paid you, no one is marked high value yet, because a fifth of a small number is one person and one person is not a group.

Somebody who started an order and never paid stays in your customer list, because you may well want to see them, but they are in none of the five groups.

Press any group to narrow the list to just those people. Press it again to go back to everyone. Paging through a group keeps you inside it.

Press a name to open that person. You get every order they have placed, including the ones they cancelled, and their phone number as a link you can tap to ring them. The Spent and Orders figures on that page count only orders that actually completed, so they will be lower than the number of rows underneath when somebody has cancelled. That is deliberate: the history is what happened, and the totals are what arrived.