The customer page
Open Customers and click a buyer. Above their orders you see:
Next to them:
- Timeline: every order, subscription payment, refund, subscription started or canceled, and note, newest first. Click an event to open it.
- Tags: your own labels (
vip,agency…), up to 20 per buyer. There is one tag system: a tag you add here is added to the buyer’s email contact too (removing it takes it off), so a segment rule Has tag, a post sent to a tag and your automations use it. The contact’s other tags (signup forms, imports, smart tags from segments) show underneath. - Private notes: notes only you and your team see. Each note shows who wrote it — you, the teammate’s email, or “API key”. Teammates can delete their own notes; owners and admins can delete any.
- Emails: how many of your emails they received, opened and clicked (one count per email), their open rate, when they last opened and clicked, and your last three emails to them.
- Segments: the audience segments their contact is in right now.
- Products owned: every product and subscription they paid for and did not get refunded, with the subscription status.
Best customers
Customers → Best customers lists every buyer by lifetime value, number of orders or last purchase, highest first. Filter by one of your tags or search by email, and click a row to open the buyer.How lifetime value is kept up to date
Each time a sale is made, refunded or disputed, that buyer’s numbers are rebuilt from their own payments within a couple of seconds. A checkout with order bumps counts once; free claims and failed checkouts count as $0. A payment in another currency is converted to your account currency at the day’s rate. Test-mode sales only count in test mode.From the API and AI tools
GET /customers/profiles, GET /customers/{id}/profile, notes
(GET/POST /customers/{id}/notes, DELETE /customers/{id}/notes/{noteId})
and PUT /customers/{id}/tags, with an API key. MCP tools:
list_best_customers, get_customer_profile, list_customer_notes,
add_customer_note and set_customer_tags. See the
endpoint reference. Below the Pro
plan they answer 403 FEATURE_LOCKED.