Create and edit customers

Use the Customers area to add new profiles and keep existing customer details up to date from one place in Spaaza Console.

Expected result

• After creating a customer, Console opens that customer profile on the Overview page.
• The top of Overview summarises transaction activity, customer score, RFM breakdown, channels, favourite store, and membership date. The page also brings together Notes, Details, Purchases, Wallets, and Available vouchers.
• After editing a customer, the saved values are visible in the profile Details section.

Create and edit customers in Console

Create a customer

1. Open the All Customers page.
2. Click Create a customer. On smaller screens, open Actions and select Create a customer.
3. In Add a new customer, complete First name, Last name, and Email.
4. (Optional) Complete additional sections such as Address, Stores, Employee, Influencer, and Opt-ins.
5. Click Save.
6. Confirm Console opens the new profile at /customers/customer/.../overview.

Edit an existing customer

1. Open the All Customers page.
2. Select a customer name to open their profile.
3. On Overview, find Details and click Edit.
4. In Update details, update the fields you need.
5. Click Save.
6. Review the updated values in Details on the Overview page.

If something looks different

• If Create a customer is not visible, verify you are on /customers/segment/all, check Actions on smaller screens, and confirm you have permission to manage customers.
• If Edit is not visible, open Overview and look beside the Details heading.
• If Save does not complete, check that First name, Last name, and Email are filled in.
• If profile changes are not visible after saving, refresh the page and confirm you opened the correct customer record.