Squarespace Customer Management Simplified
TL;DR:
- Customer contacts are automatically created when someone checks out on your site
- View order history, spending totals, and contact details in the Customers panel
- Use tags and internal notes to organize customer information
- Enable customer accounts so people can save their details for faster checkouts
- Export customer data as CSV files for external analysis
- Customer management features are available on most Squarespace plans
Squarespace automatically creates customer contacts when someone completes a purchase on your site. You can access all this information through the Lists & Segments panel, where you'll find a dedicated Customers section.
Accessing Customer Information
Head to the Lists & Segments panel and select Customers to see everyone who's bought from you. For each customer, you can view:
- Order history and purchase details
- Email addresses and contact information
- Total amount spent on your site
- Most recent order date
You can sort this list by name, spending amount, or when they last ordered. This makes it easy to spot your best customers or find someone specific.
Organizing Customer Data
Tags and internal notes help you keep track of important customer information. This is particularly useful if you're running promotions or want to provide personalized service.
Adding Tags
Tags work like labels – think "VIP Customer" or "Wholesale Buyer":
- Select a customer from the Customers panel
- Click in the Tags field and type your tag name
- Press Enter to save it
- Remove tags by clicking the X next to them
Adding Internal Notes
Internal notes are for your eyes only. Use them to record customer preferences, special requests, or anything else worth remembering:
- Open the customer's profile
- Type in the Recent Internal Notes field
- Press Shift + Enter to save
- These notes stay private and never appear on customer-facing pages
Viewing Order and Subscription History
Click on any customer to see their complete purchase history. The Orders section shows what they've bought and when. If you sell subscriptions, click Recurring to manage those separately – you can view details or cancel subscriptions from here.
Exporting Customer Data
You can download all your customer information as a CSV file:
- Go to Lists & Segments, then Customers
- Click the export icon in the top-right corner
- Confirm the download
The file includes order history, tags, notes, and contact details. This is handy for importing into other systems or running your own analysis.
Remember to follow data protection laws when handling customer information and sending marketing emails.
FAQs
Can customers create accounts on my site?
Yes, once you enable customer accounts, people can sign up and log in to save their details and view past orders.
How do new customers get added to my list?
Anyone who completes checkout automatically becomes a contact. People can also create accounts using the Sign In link on your site.
Why do I have duplicate customers?
If someone uses different email addresses for different orders, each email creates a separate contact entry.
Why don't some customers have shipping addresses?
Digital products and services don't require shipping information, so those fields stay empty.
Which Squarespace plans include customer management?
Customer profiles are available on Basic, Core, Plus, Advanced, Commerce Basic, and Commerce Advanced plans.
Jargon Buster
Customer Accounts – Optional feature that lets customers save payment and shipping details for faster future purchases
Tags – Labels you can add to customer profiles to categorize and find them easily
Internal Notes – Private notes on customer profiles that help you track preferences or special requirements
Wrap-up
Getting comfortable with Squarespace's customer management tools will help you build stronger relationships with your buyers. Whether you're tracking VIP customers, managing wholesale accounts, or just trying to provide better service, these features give you the information you need to run your business effectively.
Ready to take your Squarespace skills further? Join Pixelhaze Academy for in-depth tutorials and expert guidance.