The customer profile contains all the customer's contact information, payment details, transaction history, and other relevant data. The profile is organized into multiple tabs for easy navigation and management of different types of customer information, providing comprehensive access to customer data and management tools.
Step 1: Access Customer Profile
Go to For Customers > Search and select the customer whose profile you want to view or edit.
Step 2: Navigate Customer Profile Tabs
Customer Info: General customer information, account details, and affiliate information.
Delivery Info: Shipping addresses and delivery preferences.
Billing Address: Billing address information and preferences.
Payment Info: Credit card details and payment methods.
Custom Values: Custom fields and additional customer data.
Notes: Agent notes and internal comments for the customer.
Logs: The customer's activity, split into Open API (every API call on the customer's orders: creation, updates, refunds, tracking, chargebacks and RMAs), Gateway, FlexPay, Fulfillment and History. History also records the edits to contact info, shipping and billing address, custom values and payment info, with who made them: click the eye icon in the Changes column to see the old and new values. Edits made before October 9, 2026 were not recorded. See How to See Who Changed a Customer's Details.
Step 3: View Customer Information
General Information: Name, email, phone, and basic contact details.
Account Details: Account status, test mode settings, and account preferences.
Affiliate Information: Affiliate IDs and tracking data.
Address Information: Complete shipping and billing addresses.
Payment Details: Credit card information and payment methods.
Step 4: Edit Customer Information
Navigate to the specific tab containing the information you want to edit.
Click the Edit button located on that tab.
A modal will open with editable fields for that specific section.
Make your changes and click Save to update the information.
Step 5: Additional Profile Management
Beyond basic editing, two action buttons are available at the top of the profile:
Add Marks: Opens the Mark as Chargeback/Alert/Blacklist modal. Chargeback and Chargeback Alert blacklist the customer and deactivate all recurrings; Blacklist Only blocks future orders without a chargeback flag. With Chargeback Alert you can also pick the Alert Type (see How to Record the Type of a Chargeback Alert). A mark that is already applied stays checked and disabled. To mark a single payment instead of the customer, see How to Mark a Single Payment as a Chargeback.
Cancel Recurrings: Opens the Cancel Customer modal where you enter an Agent Note and select a Cancel Reason to cancel all recurring subscriptions for the customer.
Step 6: Review the Sections Below the Profile
Below the profile tabs, the customer page shows these sections:
Campaigns — the campaigns linked to the customer and which one is primary. See How to Assign Multiple Campaigns to a Customer.
Orders — every order of the customer. Click an Order ID to open its transactions, products and notes, and to refund it. See How to Process Refunds for Customer Transactions.
Fulfillments — the shipments sent to your fulfillment provider, with their status and tracking number. See How to Reship or Cancel a Single Fulfillment Order.
Recurrings — the customer's subscriptions, with their next charge date. See How to Modify Recurring Charge Amounts and Rebill Dates for Existing Customers.
Emails — the autoresponder emails sent to the customer. See How do I resend an email autoresponder to an existing customer?
Sessions — the pages of your funnel the customer visited, as your site records them with the Add Click call of the API. Each row shows the Date, the Session Name (the campaign) and the Page Name. See API Reference.