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Your Customers section stores everyone who has ordered from you. Each customer has a profile with their contact details, order history, preferences, and any notes your team has added.
Customer profile with order history tab showing past orders

Customer profile showing order history

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Customer types

Every customer is one of two types, set under Account Type on the customer’s edit screen. For credit customers, the customer’s edit screen also exposes payment terms, an optional account discount, and a default delivery slot. See Account Customers for the full setup.

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The customer profile

Opening a customer shows their contact details, notes, and a set of tabs for their related records. The header shows their name, address, email, phone number, and account type. A bell icon appears next to the name if they’ve opted out of notifications, and a yellow note banner shows any note your team has saved (for example, “Always wants pink, never red”). Below that, six tabs split their related records:
  • Orders — every order they’ve placed.
  • Contacts — additional named contacts on the customer (for example, individual buyers within a hotel account).
  • Addresses — addresses saved against the customer.
  • Transactions — payments and refunds linked to the customer.
  • Notifications — the log of order and marketing emails or texts sent to them.
  • Loyalty — points earned and redeemed, if a loyalty programme is set up.

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Loyalty

Loyalty tab showing points earned and redeemed

Customer loyalty tab showing points balance

The Loyalty tab is only useful once you’ve set up a programme. See Loyalty to configure points, tiers, and redemption.

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Merging duplicate customers

If a customer ends up with two profiles (for example, one from the website and one from a phone order), you can merge them into one. See Merging customers for the step-by-step.

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Deleting a customer

Deletion removes the profile but keeps order history. See Deleting customers.
Make sure you have proper consent before exporting or sharing customer data. Follow your shop’s data protection policy.
Use Reports to download your customer list as a CSV for use in email marketing tools. You can filter by date range and marketing opt-in status before exporting.

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Common questions

Yes. You can search by name, email, or phone number.
Yes. Separate email addresses with a semicolon — for example, jane@example.com;john@example.com. Both addresses receive every email Digital Florists sends to this customer.
Yes. Add a + tag after the name part of the email to create a unique variation. For example, jane+hotel@example.com and jane+office@example.com both deliver to the same inbox but are treated as separate customers in Digital Florists. The format is name+tag@domain.com.
Yes. See Reports for how to download your customer data as a CSV.

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What’s next?

Merging customers

Combine duplicate profiles into one record.

Deleting customers

GDPR right-to-be-forgotten flow.

Orders

See how customers are linked to orders.

Loyalty

Set up a loyalty programme for your customers.
Last modified on June 2, 2026