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.Documentation Index
Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
Use this file to discover all available pages before exploring further.
Customer types
There are two types of customer:- Retail customers pay for each order individually. This covers walk-ins, phone orders, and website orders.
- Corporate customers are businesses with credit terms. Funeral directors, hotels, and offices often order this way. They receive monthly invoices instead of paying per order.
Corporate accounts
For corporate customers, you can set:- Payment terms (e.g., Net 30 Days) to control when invoices are due
- Statements can be generated and emailed to the customer showing their outstanding invoices
The customer profile
When you open a customer, you see everything about them in one place.
- Order history showing every order they’ve placed
- Contact details including address, email, and phone
- Notes for things your team should know (e.g., “Always wants pink, never red”)
- Marketing preferences showing whether they’ve opted in to marketing emails
Loyalty
If you have a loyalty programme set up, you can see points earned and redeemed directly on the customer profile.
Merging duplicate customers
If the same person has been added twice (for example, once from the website and once from a phone order), you can merge the two profiles into one. This combines their order history and keeps your data clean.Common questions
Can I search for a customer by phone number?
Can I search for a customer by phone number?
Yes. You can search by name, email, or phone number.
What happens if I delete a customer?
What happens if I delete a customer?
Deleting a customer removes their profile but keeps their order history for your records. This is rarely needed since you can merge duplicates instead.
Can I send emails to multiple addresses for the same customer?
Can I send emails to multiple addresses for the same customer?
Yes. Separate email addresses with a semicolon — for example,
jane@example.com;john@example.com. Both addresses will receive order confirmations, invoices, and any other customer emails.We have multiple accounts that need to use the same email address — can that work?
We have multiple accounts that need to use the same email address — can that work?
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. This is useful for corporate customers who use tags for internal tracking. The format is name+tag@domain.com.Can I export my customer list?
Can I export my customer list?
Yes. See Exports for how to download your customer data as a CSV.
What’s next?
Orders
See how customers are linked to orders.
Loyalty
Set up a loyalty programme for your customers.
Exports
Export your customer data for marketing.
Analytics
See customer insights and trends.