Customer details page

The Customer details page makes it easy to navigate a customer's profile and manage subscriptions by consolidating customer information in one place. The Customer details page highlights active and past subscriptions, upcoming and recent orders, payment information, and provides a full timeline of events for the customer's account. This guide provides a walkthrough of the Customer details page, tips for navigating the page, and a quick reference guide.

Watch a video

Take a moment to review the walkthrough video.

Navigating the Customer details page

The Customer details page consolidates customer information into one view that is easier to navigate and learn. The following common actions can be done from the Customer details page:

1. The Actions menus beside each address ID and each subscription contain the following actions:
   • Reschedule next order
   • Edit frequency
   • Edit subscription product
   • Swap
   • Edit/Change address
   • Cancel Subscription
   • Delete
   • Add product
   • Update payment method
   • Edit shipping method
   • Discounts
   • Edit address
2. The Customer Overview panel allows you to:
   • View Recharge Customer ID, External Customer ID, and Customer Hash
   • Edit the customer’s name and email address
   • Preview the customer portal of that customer
   • View the customer in your merchant platform
     
3. You can manage payment methods, change shipping methods, and manage discounts in each address ID field. 

Quick reference guide

Starting January 31st, 2023, the legacy Customer details page is being deprecated. Existing Recharge merchants may have recently switched to the new Customer details page view and noticed that some actions have moved in the merchant portal. The following table provides a visual guide for locating common actions in the new Customer details page view.

Action	Customer details page location
Add a new shipping address
Edit shipping address
Edit subscription	Note: This action is also available on the Subscription details page. See New Subscription and Order details pages for more information.
Cancel subscription	Note: This action is also available on the Subscription details page. See New Subscription and Order details pages for more information.
Move subscription	Note: This action is also available on the Subscription details page. See New Subscription and Order details pages for more information.
Add product to an address
Customer portal URL
Edit shipping rate and method
Manage payment methods
View order attributes

FAQs

Visit the Customer Overview page FAQ for answers to common questions.