Customer Management
Find any customer instantly and manage their subscriptions, credits, and loyalty points - all in one place
Find any customer instantly and manage their subscriptions, credits, and loyalty points - all in one place.
What You'll Get
Complete Customer View
See all customer data, orders, and subscriptions in one place
Quick Actions
Adjust store credits and loyalty points without leaving the page
Activity Timeline
Track every customer interaction and charge
Shareable Links
Copy unique portal links to send to customers
Quick Setup
Customer Management is available by default - no setup required! Simply navigate to the Customers section to start using it.
Open Customers
Go to Subscribfy → Customers in your Shopify admin.
Choose a View
The Customers page has 3 tabs:
| Tab | What It Shows |
|---|---|
| Subscriptions | All subscription contracts |
| TBYB | Try Before You Buy contracts |
| Customers | All customers with their info |
Find Your Customer
Use the search bar to find customers by name or email. You can also sort by:
- Customer name (A-Z or Z-A)
- Loyalty points (highest or lowest)
- Last change date
- Created date
View Customer Details
Click on any customer to open their full profile with all details and actions.
Page Actions
Actions available at the top of the Customers page:
| Action | What It Does |
|---|---|
| Send Wallet Pass Invite | Send wallet pass installation email to selected customers |
| Bulk Edit Subscriptions | Edit multiple subscriptions at once |
| Add Customer | Manually add a new customer (if enabled) |
Customer List Columns
| Column | What It Shows |
|---|---|
| ID | Shopify customer ID - click to view details |
| Customer | Customer name - hover for quick preview |
| Loyalty Points | Current points balance |
| Store Credit | Current credit balance |
| Latest Contract | Most recent subscription (shows "Gifted" badge if applicable) |
| Tier Name | VIP tier level |
| Email Subscription | Email marketing status |
| SMS Subscription | SMS marketing status |
| Device Type | Apple logo if Wallet Pass is installed |
Customer Profile Page
When you click on a customer, you'll see their complete profile.
Primary Action: Click View Shopify customer profile (top right) to open the customer in Shopify Admin.
Balance Overview
At the top, you'll see the customer's current balances:
| Info | What It Shows | Actions |
|---|---|---|
| Store Credit | Current credit balance | Edit button (if enabled) |
| Tier | VIP tier name or "No tier" | View only |
| Loyalty Points | Current points balance | Edit button (requires Loyalty enabled) |
Pending Credits: If a customer is using store credits at checkout, you'll see a badge showing "Using $X at checkout". These credits are held until the order completes or returned if they exit checkout.
Main Sections
- Subscription Contracts - All active and past subscriptions
- TBYB Contracts - Try Before You Buy contracts (if any)
- Transactions - Complete order history
- Receipts - All receipts and invoices
- Activity Logs - Timeline with filters (All, Memberships, Loyalty, Charges)
- Store Credit History - All credit additions and deductions
Sidebar Information
Internal notes about this customer. Only your team can see these.
Click the edit icon to add or update notes.
| Field | Description |
|---|---|
| Member | Customer name |
| Subscriptions | List with duration (e.g., "VIP for 6 months") |
| Orders | Total orders + total recharges |
| Contact | Email address (click to copy) |
| Marketing | Email and SMS subscription status |
Shows events from connected integrations (Klaviyo, Postscript, etc.).
This card only appears if you have non-loyalty integrations enabled for your store.
If Wallet Pass is enabled, you'll see:
- Installed at - When the customer installed the wallet pass
- Invites sent - Number of wallet pass invites sent
- WalletPass Install Link - Shareable link to install the pass
If not enabled, you'll see a message to contact support for activation.
How to Adjust Store Credit
Go to Customers > Click customer > Click the edit icon next to Store Credit
| Field | What It Does |
|---|---|
| Action Type | "Adjust Balance" - add or subtract from current balance |
| Adjust Balance | Amount to add (positive) or subtract (negative) |
| Reason | Explanation shown to the customer |
Example: To give $10 credit, enter 10. To remove $5, enter -5.
This option only appears if your account has permission to edit store credits.
How to Adjust Loyalty Points
Go to Customers > Click customer > Click the edit icon next to Loyalty Points
| Field | What It Does |
|---|---|
| Action Type | "Adjust Balance" - add or subtract from current balance |
| Adjust Balance | Points to add (positive) or subtract (negative) |
| Reason | Explanation shown to the customer |
Example: To give 500 bonus points, enter 500. To correct an error, enter -100.
This option only appears if Loyalty is enabled for your store.
Common Use Cases
Subscription Contract View
When you click on a subscription contract (from Customer Profile or Subscriptions tab), you see the contract details with all management actions.
Contract Overview
At the top, you see the subscription summary:
| Info | Description |
|---|---|
| Product Image | Thumbnail of the subscription product |
| Title | Subscription name (e.g., "VIP Membership") |
| Price | Current price with any discounts applied |
| Status | Active, Paused, Cancelled, etc. |
Subscription Actions
Depending on the contract status, you can perform these actions:
When available: Active subscriptions only
Options:
- Pause 1 month
- Pause 2 months
- Pause 3 months
What happens: The subscription is paused and no charges occur during the pause period. The next billing date is automatically adjusted.
When available: Paused or cancelled subscriptions
What happens: The subscription becomes active again. The customer will be charged on their next billing date.
If no payment method is on file, you can still reactivate but the customer won't be charged and the membership will auto-cancel.
When available: Active subscriptions
What happens: The subscription is cancelled immediately. The customer loses all benefits (except store credits).
You must select a cancellation reason:
- Too expensive
- Not using it enough
- Found a better alternative
- Other (specify)
When available: Active subscriptions
Button text: "Recharge Now" for memberships, "Ship Now" for product subscriptions
What happens: A new order is created immediately and the customer is charged. The next billing date updates on successful payment.
Only use this if the customer has agreed to the charge. This creates a real order and charges their payment method.
Sidebar Information
| Section | What It Shows |
|---|---|
| Member | Customer name, subscription title, duration |
| Orders | Number of recharges |
| Contact | Email (click to copy) |
| Plan Details | Frequency, plan name, price, quantity, total |
| Trial Info | Trial period and end date (if applicable) |
| Next Payment | Next billing date with edit option |
| Delivery Address | Shipping address (for product subscriptions) |
Payment Method Card
Shows the customer's saved payment method:
| Info | Description |
|---|---|
| Status | Active, Expired, Revoked |
| Brand | Visa, Mastercard, etc. |
| Last 4 digits | •••• 1234 |
| Expires | Card expiration date |
Action: Click the menu (⋯) → Send link to update card to email the customer a secure link to update their payment method.
Edit Next Payment Date
Click the edit icon next to "Next payment" to change the billing date:
- Click the edit icon
- Select a new date
- Click Save
This only changes when the customer will be charged next. It doesn't affect the subscription frequency.
Feature Availability
Some features require specific modules to be enabled:
| Feature | Requires |
|---|---|
| Edit Store Credit | Store Credit editing permission |
| Edit Loyalty Points | Loyalty module enabled |
| Customer Loyalty Unique Link | Loyalty module enabled |
| Customer Referral Link | Loyalty module enabled + referral configured |
| Wallet Pass details | Wallet Pass module enabled |
| WalletPass Install Link | Wallet Pass module enabled |
If you don't see an option, check with your admin to enable the required module.
Troubleshooting
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