New Customer Overview page

The new Customer Overview makes it easier than ever to navigate the customer’s information by consolidating all customer information in one place. The new Customer Overview allows clarity on active and past subscriptions, upcoming and recent orders, payment information, and a full timeline of events. Multiple facets of information are available and shortcuts to common actions can be done from the new Customer Overview page. This update is part of a larger effort to upgrade the merchant experience and this guide provides an overview of those updates. 

Watch a video

Take a moment to review the walkthrough video.

Customer Overview key highlights

• All the customer information is now in one place - Upcoming and Recent orders, Active subscriptions, and Payment information can on be found on the same page.
• From the Customer Overview section, you have the ability to:
  • Edit customer details.
  • Preview the customer portal.
  • View the customer in the storefront platform.
• All payment methods on file are listed below the Customer Overview with the ability to go to payment method management from that screen.
  
  
• You can Reschedule a delivery, Swap a product, Edit frequency, and Add a discount from this page.
  
  
• You can review a clear and concise timeline of events taken on this customer. You can see what action was taken, who performed the action, and the time the event took place.
  

Navigating the new Customer Overview

The new Customer Overview consolidates customer information into one digestible view that is easier to navigate and learn. Some examples of how to navigate common actions in the new Customer Overview are:

1. The Actions menu beside each address ID and each subscription will give you access to a number of 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 and External Customer ID
   • 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 easily manage payment methods, change shipping methods, and manage discounts from the Address ID field. 

FAQs

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