Manage your customers more easily by looking at their status.
Here are the details of the different customer status:
Prospect:
A prospect has never made a payment. The prospect may have been created:
- by clicking on the "NEW CLIENT" button in the "Customers" section.
- by registering on his own from your registration page.
- by starting an order without ever having finalized it.
Subscribed:
A "Subscribed" is a customer with at least one subscription order with the status "In progress" or "Suspended".
Unsubscribed:
A customer is "Unsubscribed" when all his subscriptions are terminated.
Client:
A customer is "Active" if he has made a payment in the last 60 days and does not have an "In Progress" subscription.
Sleeping:
A customer is "Sleeping" if he has not made any payment or order during the last 60 days and does not have an "In Progress" subscription.
Archived:
A customer is "Archived" when you archive it by clicking on the "Archive" button from its customer file or when you have combined its account with that of another customer.
Deleted:
A customer is "Deleted" if he deletes his account from his private portal.
Here are the details of the different customer status:
Prospect:
A prospect has never made a payment. The prospect may have been created:
- by clicking on the "NEW CLIENT" button in the "Customers" section.
- by registering on his own from your registration page.
- by starting an order without ever having finalized it.
Subscribed:
A "Subscribed" is a customer with at least one subscription order with the status "In progress" or "Suspended".
Unsubscribed:
A customer is "Unsubscribed" when all his subscriptions are terminated.
Client:
A customer is "Active" if he has made a payment in the last 60 days and does not have an "In Progress" subscription.
Sleeping:
A customer is "Sleeping" if he has not made any payment or order during the last 60 days and does not have an "In Progress" subscription.
Archived:
A customer is "Archived" when you archive it by clicking on the "Archive" button from its customer file or when you have combined its account with that of another customer.
Deleted:
A customer is "Deleted" if he deletes his account from his private portal.
Updated on: 12 / 12 / 2019