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For each customer ordering at your store, their name, address and other information will be added to your customer list. In this article, we will guide you how to edit a client's information.

Step by Step Tutorial

From your ShopBase admin, click Customer

Click the customer that you want to edit

The customer information will be displayed.


You can add notes related to customers in Customer Note section and these notes are visible to store staff only.

You can change basic customer information such as name, email, phone number by clicking Edit in Contact section. The customer information editing dialog box appears. In addition to the basic information, you can tick Customer accepts email marketing in case customers agree to receive email marketing from the store and Customer is tax exempt if customers are eligible for tax exemption. Press Save.


You can change the client's basic information such as name, phone number and address by clicking Change under Default address, then click Edit address. The customer information editing dialog box appears. After editing, press Save or click Delete address if you want to delete the customer address.


Click Save.

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