Your customer list

Everyone who's bought from you, whom you've manually added, or whom you've imported for marketing lives in one place. This is your CRM.

Quick answer

Open Customers from the sidebar. Search by name or email, filter by status or course, and click any row to open the detail panel. Owners, Admins, and Editors also use Contacts, Smart Lists, Tags, and Imports here to prepare email audiences.

What the customer list is for

Your customer list is the workspace-wide record of the people connected to your business. They land here when they:

• Buy a product through your storefront.
• Start a subscription (a membership, a recurring community, a recurring course).
• Sign up for an event or book an appointment.
• Get added to a course manually by you (see Manual enrollment and access management).
• Get imported as a marketing contact with their permission.

It's one shared list — you don't have separate customer records per product. If the same person buys three different products, you'll see them once with three enrollments attached. An imported marketing contact can appear without product access or purchase history.

Where it lives

Open Customers in the sidebar.

Viewers can't see this page

Customer records contain personal information, so only Owners, Admins, and Editors can open the customer list. Viewers see no link in the sidebar. See Roles and permissions for the full matrix.

Email audience tools

Owners, Admins, and Editors see four audience tabs on the Customers page:

• Contacts — marketing status, tags, source, products, and the bulk Tags, Subscribe, Unsubscribe, and Export actions.
• Smart Lists — saved audience rules used by campaigns.
• Tags — manual and system labels that help organize contacts.
• Imports — consent-confirmed CSV imports and their results.

A customer record is not automatically permission to send marketing. Subscribed, Unsubscribed, Never subscribed, and Suppressed determine whether a contact can be considered for a campaign.

See Contacts & audiences for the complete workflow.

The header stats card

At the top of the page, four stats give you a quick health glance:

• Total customers — how many people are in your list right now.
• New this month — customer records created this month.
• Active enrollments — the count of currently active access records across all products.
• Active this week — customers with recent activity.

Use it to spot when something's off — a sudden drop in active enrollments usually means a wave of subscriptions just suspended (often a card-failure cluster you can ping people about).

Search

The search box at the top of the list filters as you type. It matches against:

• Customer name (first or last)
• Customer email

You don't need exact matches — partial words work. Searching for "pat" will surface "Patrick", "Patricia", and anyone with "pat" in their email.

Two-letter search is fine

The search runs against indexed columns, so even short queries return fast. There's no minimum length.

Filters

Next to the search, you'll find two dropdowns.

Status

Filter to a single customer state:

Status	What it means
Active	Has at least one active enrollment right now
Suspended	You (or a failed payment) have paused their access
Expired	Their access has ended — time window passed, subscription cancelled, etc.
Removed	You've deleted them. They're hidden by default; this filter brings them back into view during their retention window

A single customer can have multiple enrollments in different states. The status filter looks at their overall state — if any enrollment is active, they count as active.

Course

The course dropdown lists every course in your workspace. Pick one to see only the customers enrolled in it. Useful when:

• You want to review a course cohort before creating a Smart List for a campaign.
• You want to spot-check completion rates for a specific course.
• You're tracking down who's still active on a course you're about to retire.

Other product types

The course filter is the most common cohort view. To see members of a community, open the community itself and use its Members page — same data, scoped to that one community.

Clicking a row opens the detail panel

Click any customer to slide the detail panel in from the right side of the screen. It shows everything Klixey knows about them — every enrollment, every payment, their full activity stream, and engagement signals.

See Customer detail panel for the full walkthrough.

You can keep scrolling

The detail panel is a drawer, not a separate page. Your search and filters stay in place behind it. Close the drawer and you're right where you left off.

Adding a customer manually

The Add customer button (top-right of the list) creates a new customer record by hand. You'll typically use this when:

• Someone paid you offline (bank transfer, cash, a Stripe link from your accountant).
• You're comping a friend or collaborator.
• You're migrating someone from another platform.

The form asks for their name and email, and lets you optionally enroll them in a course in the same step.

For the deeper walkthrough — including what gets sent to the customer afterwards — see Manual enrollment and access management.

Manual adds count toward your contact limit

Every contact in your list — imported, manual, or paying — counts toward your plan's contact limit. If you're near the limit, see Your contact limit before importing.

Selecting and bulk-deleting

Each row has a checkbox on the left. Tick a few (or use Select all at the top) and a bulk action bar appears.

The main customer list offers Delete. In the Owner-only Contacts audience tab, selection also powers Tags, Subscribe, Unsubscribe, and Export. Deleting remains the same destructive action as deleting one customer at a time — same confirmation dialog, same rules.

Tagging can start an automation

If a tag is the trigger for a live automation, applying or removing it enrolls those contacts in that sequence. Klixey asks you to confirm first and tells you how many contacts are affected — read the number before you click through, especially on a bulk action. Selecting 400 people and applying a tag that triggers an email sequence is a 400-person send.

Bulk delete is useful when:

• You're cleaning up test customers after launch.
• You're removing a chunk of imported records that turned out to be wrong.
• You want to free contact-limit headroom by removing inactive customers.

Bulk delete is a real delete

If you delete a customer, their access ends immediately. They lose every enrollment, every community membership, every booked appointment. They keep their record long enough that you can pull it back if needed (see the deletion rules in Customer detail panel), but for the customer, the experience is "I'm out, now." Confirm carefully.

Confirmation dialogs

Every destructive action on this page — delete, bulk delete, suspend, reset progress — opens a Klixey confirmation dialog. We never use the browser's native confirm pop-up. Dialogs spell out what's about to happen and what's irreversible, so you can always cancel out without consequences.

If you ever click a destructive button by mistake, just close the dialog. Nothing's been touched yet.

A note on the contact limit

Your plan has a contact limit — the maximum number of contact records you can have in your list at once. Imports, manual additions, paying customers, and lead-magnet downloads all count.

When you cross 80% you'll see a banner. When you hit 100% you enter a short grace period — existing customers keep everything, but new signups (and new manual adds) can be blocked.

Full details: Your contact limit.

Roles

Action	Owner	Admin	Editor	Viewer
View the customer list	✓	✓	✓	—
Search and filter	✓	✓	✓	—
Open a customer detail panel	✓	✓	✓	—
Add a customer manually	✓	✓	✓	—
Delete or bulk-delete	✓	✓	—	—
Manage marketing audiences	✓	✓	✓	—

See Roles and permissions for the full picture across the app.

Related

• Customer detail panel — what you can see and do for a single customer.
• Manual enrollment and access management — granting access by hand.
• Customer access expiration — when and why access ends.
• Contacts & audiences — permission, tags, imports, and Smart Lists.
• Automations — sequences that tag changes can trigger.
• Your contact limit — how customers count against your plan.