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.
Product Subscription Management
For Product Subscriptions (recurring product deliveries), you have additional management options for products and delivery.
Product Subscriptions Card
When viewing a product subscription contract, you'll see the Product Subscriptions card with:
| Column | Description |
|---|---|
| Product | Thumbnail and product name |
| Price | Current price per unit |
| Quantity | Number of items |
| Total | Line total (price x quantity) |
| Actions | Swap, Edit, Remove buttons |
Card Actions:
- Add product - Add another product to the subscription
- Edit - Change frequency, delivery rate, or next billing date
Add Product
Add a new product to an existing product subscription:
Open the Subscription
Go to Customers → Click customer → Click on a Product Subscription contract.
Click Add Product
In the Product Subscriptions card, click the Add product button.
Select Product
A Shopify product picker opens. Search for and select the product variant to add.
Confirm
The product is added to the subscription with the default price and quantity of 1.
You cannot add a product variant that already exists in the subscription.
Swap Product
Replace a product with a different one (useful for seasonal swaps or customer preference changes):
Find the Product Line
In the Product Subscriptions card, locate the product you want to replace.
Click Swap
Click the Swap icon (arrows) in the Actions column.
Select New Product
Choose the replacement product variant from the Shopify product picker.
Confirm
The old product is replaced with the new one. The new price is applied automatically.
Swapping preserves the quantity and line position. The activity log records both the old and new product for reference.
Edit Product Line
Update the quantity or price of a product in the subscription:
- Click the Edit icon (pencil) next to the product
- Adjust the quantity or price
- Click Save
The subscription total updates automatically.
Remove Product
Remove a product from the subscription:
- Click the Remove icon (trash) next to the product
- Confirm the removal
You cannot remove the last product from a subscription. Cancel the subscription instead.
Delivery Address
For product subscriptions, you can manage where orders are shipped.
The delivery address appears in the Info card on the right sidebar:
| Field | Example |
|---|---|
| Name | John Smith |
| Address | 123 Main Street, Apt 4B |
| City/State | New York, NY 10001 |
| Country | United States |
| Phone | +1 555-123-4567 |
Update the current delivery address:
- Click the Edit icon next to the delivery address
- Update the address fields (name, street, city, zip, etc.)
- Click Save
Changes sync with Shopify and apply to all subscriptions using this address.
Choose a different saved address for this subscription:
- Click the Switch button next to the delivery address
- Select from the customer's saved addresses
- Confirm the switch
The subscription will ship to the new address starting with the next order.
Create a new delivery address:
- Click Add address next to the delivery address
- Fill in all address fields
- Optionally use Search location for Google Maps autocomplete
- Click Save
The new address is saved to the customer's profile and set as the delivery address for this subscription.
Edit Subscription Details
Click Edit in the Product Subscriptions card to modify:
| Field | Description |
|---|---|
| Next Billing Date | When the next charge occurs |
| Frequency | Number (e.g., 2) |
| Interval | Week, Month, or Day |
| Delivery Rate Name | Shipping method name |
| Delivery Price | Shipping cost |
Changing the selling plan name shows a warning banner since it affects how the subscription appears in Shopify.
Feature Availability
Some features require specific modules to be enabled:
| Feature | Requires |
|---|---|
| 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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