The customer directory shows all your customers in a searchable, filterable list. Each row represents one customer and gives you a quick snapshot of who they are and their activity with your business.
How to Access
Click Customers in the left sidebar.
The Customer List
The list displays key information for each customer at a glance:
Name
Email
Phone
Number of Visits
Avg. Spending
Lifetime Spending
Click on the + button to see what additional fields you want to display or disable.
Searching for a Customer
Use the Search bar at the top of the list to find a customer by name, email, or phone number. Results filter in real time as you type.
Importing & Exporting
The Actions menu in the top right gives you bulk operations:
Import Customers — Upload a CSV or XLSX file to add multiple customers at once. Clicking import will open a side bar that will allow you to download the import template and then upload it by clicking next.
Export Customers — Download your full customer list as a spreadsheet. Clicking export will open a side bar that will allow you to choose whether you want to download the complete list or any specific customer groups. (Specific group download is coming soon.)
Opening a Customer Profile
Click on any customer row to open their full profile, where you can view their contact details, purchase history, invoices, and notes.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.