Who Is This For?
StoreHub merchants who want to add, edit, or delete customer profiles in BackOffice, organize customers with tags, and view purchase histories.
Overview
This article covers managing your customer database in BackOffice. You can add customer profiles, edit their details, organize customers using tags, and view purchase history.
For managing customers on the POS register (adding customers to transactions, redeeming credits at checkout), see this article.
For setting up customer loyalty rewards (Cashback or Store Credits), see here.
To combine the same customer saved twice, see How to Merge Duplicate Customers in BackOffice.
Before You Begin
Access to BackOffice (log in at your StoreHub BackOffice URL).
A stable internet connection.
Step-by-Step Guide
Add a Customer
1. In your BackOffice, go to 'Customers'.
2. Click 'Add Customer'.
3. Fill in the customer's details (name, email, mobile number, and any other information).
Notes:
The country code is displayed for mobile numbers by default. Make sure the mobile number is saved in the correct format.
The Tax ID field is only applicable for Thailand.
A mobile number can only belong to one customer. If the number is already in use, BackOffice will not let you save and will name the customer who already has it, with a link to open their record. The same applies when you edit an existing customer onto a number that is already in use.
4. Click 'Save'.
Edit a Customer
1. In your BackOffice, go to 'Customers'.
2. Click on the customer's name to open their profile.
3. On the 'View Customer' page, click on the 'Edit' icon.
4. Update the customer's details and click 'Save'.
Notes:
Editing a customer's details here (including date of birth) updates your store's record only. It does not change the customer's own Beep profile, which only the customer can edit.
If you're on Membership, automated birthday rewards run off this date of birth: the system checks your store's record first and falls back to the customer's Beep profile, so a birthday saved in your own records is enough to trigger the reward. See How to Manage Membership Customers.
Delete a Customer
Note:
If you are trying to clear the same customer saved twice, do not delete either record. Deleting is permanent and takes that record's purchase history with it. Merge them instead, see How to Merge Duplicate Customers in BackOffice.
1. In your BackOffice, go to 'Customers'.
2. Click on the customer's name, then click 'Edit'.
3. Scroll down to the bottom of the page and click 'Delete'.
Notes:
Customers can only be deleted from BackOffice. You cannot delete customers from the POS register.
Deletion is permanent and cannot be undone. Consider exporting your customer data before deleting.
Deleting is not the same as merging. Deleting removes a customer and their history for good. Merging combines two records for the same person and retires the extra one, keeping all the store credit, points and history. If you are trying to clean up the same person saved twice, merge them instead of deleting.
Manage Customer Tags
Tags let you group and filter customers (e.g. 'Gold Member', 'Wholesale', 'VIP'). Tags are also used for customer-based pricing with price books and for setting promotion eligibility by customer group.
Note:
StoreHub does not have a separate 'customer group' feature. Customer Tags serve as your customer groups. To group customers, add the same tag to each customer in the group.
Add Tags to a Customer
1. In your BackOffice, go to 'Customers' and click on the customer's name.
2. Click 'Edit'.
3. Scroll down to the 'Tags' section and add the tags you want.
4. Click 'Save'.
View Customers with the Same Tags
1. In your BackOffice, go to 'Customers'.
2. On the customer list, scroll to find the 'Tags' column (you may need to scroll to the right).
3. Type a tag name in the search field and click 'Search'.
You will now see only customers with the matching tag.
View Customer Purchase History
1. In your BackOffice, go to 'Customers'.
2. Click on the customer's name.
The customer's purchase history is displayed on their profile page.
Import and Export Customer Data
You can import customers in bulk using a CSV file, or export your customer list to CSV for backup or analysis.
See this article for the full guide.
Troubleshooting
Issue | Solution |
Cannot delete a customer | Customers can only be deleted from BackOffice, not from the POS register. Go to 'Customers', click the customer's name, click 'Edit', scroll down, and click 'Delete'. If you are removing the same customer saved twice, merge the records instead of deleting. See How to Merge Duplicate Customers in BackOffice. |
Customer search not returning results | Try searching by a different field (name, email, or phone number). The search may not match partial last names. Use the full name or phone number for best results. |
Cannot find a specific customer group | StoreHub uses Customer Tags instead of customer groups. Go to 'Customers', scroll to the 'Tags' column, type your tag name, and click 'Search' to filter. |
Customer profile shows incorrect details | Go to 'Customers', click the customer's name, click 'Edit', update the details, and click 'Save'. To fix many customers at once, click 'Export to CSV', correct the rows in that file while leaving the 'Customer Id' column untouched, then import that same file back. Do not use the blank import template to update customers, it has no 'Customer Id' column, so BackOffice cannot tell which customer each row belongs to. |
FAQs
1. Can I delete customers in bulk?
No. BackOffice only allows you to delete customers one at a time. Go to 'Customers', click on the customer's name, click 'Edit', scroll down, and click 'Delete'. If you are clearing duplicates rather than removing customers, use 'Review duplicates' on the Customers page instead - it can merge every duplicate group in one go.
2. Can I undo a deleted customer?
No. Customer deletion is permanent. Once deleted, the customer profile and their purchase history cannot be recovered. Consider exporting your customer data to CSV before deleting. This is different from merging duplicate customers. A merge keeps all the store credit, points and history on the record you keep and retires the other one rather than deleting it.
3. How do I create customer groups?
StoreHub uses Customer Tags as customer groups. Add a tag (e.g. 'VIP', 'Wholesale') to each customer in the group, then filter by that tag on the Customers page to view the group. You can also use these tags for promotion eligibility and price books.
4. Is there another way to add or edit customers besides BackOffice?
Yes. You can add or edit customers from the POS register as well. See here.
5. Can I view a customer's purchase history?
Yes. Click on the customer's name in BackOffice to see their purchase history. You can also view it on the POS register.
6. How do I import customer information in bulk?
You can import customers using a CSV file. See this article for the full steps.
7. How do I set up customer loyalty rewards like cashback or store credits?
See this article for the full setup guide. Beep Cashback requires Membership to be activated. Store Credits are for retail businesses only and require the Advanced or Pro plan.
8. Can I send SMS messages to my customers from BackOffice?
Yes. You can send bulk SMS messages to your customers from BackOffice. See this article for more details.
9. How do I set different prices for different customers?
Use Customer Tags and Price Books. First, add a tag to the customers who should get the special price (e.g. 'Wholesale'). Then create a Price Book in BackOffice and set it to apply to customers with that tag. See the Price Books article for full steps.
10. How many customers have visited my store?
You can view the number of transactions per customer from their profile page. For store-wide visitor counts, check your sales reports in BackOffice under 'Reports'.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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