Sell Online

Know your customers, keep them coming back

Everything here lives under E-commerce, then Customers in your dashboard. By the end of this page you will understand your customer list, what marketing consent really tracks, how shopper accounts work, and how to run subscriptions that bill on a schedule.

We will follow one example throughout: Nora Bellamy, a wine club subscriber at a small coastal wine shop who gets two bottles delivered every month.

Your customer list builds itself

Open E-commerce, then Customers. Every completed checkout creates or updates a customer record automatically, so the list grows on its own as you sell. When Nora Bellamy buys two bottles of Bordeaux Rouge 2021, she appears here without you lifting a finger. You can also add someone by hand with Add customer, which is handy for phone orders or your existing mailing list.

Search by name or email, filter by account state or marketing status, and read the two columns that matter most at a glance: how many orders each person has placed and how much they have spent with you in total.

CustomersAdd customer
Search customersState: AllMarketing: All
CustomerStateMarketingOrdersSpent
Nora Bellamy
EnabledSubscribed8$642.50
Theo Marsh
InvitedNot subscribed1$38.00
June Okafor
EnabledSubscribed3$121.00
The wine shop’s customer list. Checkout keeps it current for you.

One page per customer

Click any customer to open their record. It gathers everything you know about one person in one place: their profile, their addresses, your private notes, tags for grouping, and their order history at a glance.

A customer can keep several addresses with one marked as the default, which checkout suggests first. Notes are only visible to you and your team. Tags like wine-club or local-pickup let you group people however you think about them.

Nora BellamyEnabled
Profile
8 orders · $642.50 spent
Addresses
14 Harbor Lane, Mystic, CTDefault
2 Cliff Walk, Newport, RI
Notes and tags
Prefers Saturday deliveries. Loves Rieslings.
wine-clublocal
Recent orders
#1042$86.00Paid
#1027$58.00Paid
#1011$121.50Refunded
Nora’s record: profile, addresses with a default, notes, tags, and her orders.

Shopper accounts and invites

Customers can create an account on your storefront to see their order history and reuse their saved details at checkout. There are no passwords to forget. To sign in, the shopper enters their email address and receives a one-time code by email. Typing the code signs them in.

You can nudge a good customer toward an account yourself. Open their customer record and click Send account invite. The wine shop invites Nora after her third order so her Mystic address is one tap away next time.

Invite sent
from the record
Shopper enters code
emailed to them
Account active
state: enabled
One invite email, one code, and the shopper has an account.

The State column on the customer list tells you where each person stands:

Enabled
The customer has an active account and can sign in.
Invited
You sent an invite and they have not activated their account yet.
Disabled
No account. This is the default for customers created by checkout.
Declined
They received an invite and chose not to create an account.

Subscriptions: selling on a schedule

Any product can be offered as a subscription in its purchase options, delivering every few weeks or months. The wine shop sells a wine club this way: two bottles of Bordeaux Rouge 2021, delivered every month. Nora subscribes once and the recurring billing runs on Stripe from then on, charging her saved card each cycle.

Open E-commerce, then Customers, then Subscriptions to see every subscription with its status, next billing date, and last payment. From a subscription you can pause it, resume it, cancel it, or change the next billing date, useful when Nora asks to skip a month while she travels.

Wine Club · Nora BellamyActive
2 × Bordeaux Rouge 2021 · delivers every month
Next billingJul 15, 2026
Last payment$58.00 on Jun 15, 2026
PauseChange dateCancel
One subscription: what ships, when it bills, and the actions you can take.

What each status means:

Active
Billing and delivering on schedule.
Past due
The latest charge did not go through. Stripe retries automatically.
Paused
Billing is on hold until you or the customer resume it.
Cancelled
Ended. No further charges or deliveries.
Failed
Payment could not be recovered after retries.

Bringing subscribers from an old platform? Imported legacy subscriptions appear in the same list and can be migrated onto Stripe billing, so long-time club members keep their schedule without signing up again.

The payoff. A subscriber like Nora is revenue you can count on every month without a new sale. The wine shop knows on the first of the month roughly what the club will bring in, and every pause or date change is one click instead of an awkward email thread.