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Documentation Index

Fetch the complete documentation index at: https://docs.cartble.com/llms.txt

Use this file to discover all available pages before exploring further.

Cartble stores a profile for every shopper who creates an account on your store. From Admin → Customers you can search your customer list, filter by segment, view detailed profiles, and export data — all from a single interface.

How customers sign up

Customers create accounts through your storefront’s checkout flow. Whether account creation is required or optional depends on the Require Account checkout setting in Admin → Settings → Checkout.

Require Account: On

Customers must sign in or register before they can complete a purchase. All orders are attributed to a verified account.

Require Account: Off

Customers can check out as guests. Guest orders are still stored as records but are not linked to a customer profile.
Requiring an account makes it easier to track lifetime value and re-engage customers, but it adds friction at checkout. Consider your audience before enabling this setting.

Customer profiles

Each customer profile contains:
FieldDescription
nameDisplay name used in the admin and on receipts
emailPrimary contact address, also used as the login identifier
phonePhone number (optional)
addressSaved shipping address (street, number, neighborhood, city, state, postal code, country)
createdAtDate the account was created
Customers are searchable by name or email from the search bar at the top of the Customers page.

Customer segments

Use the filter tabs to narrow the list to specific segments:
FilterCriteria
AllEvery customer in your store
VIPCustomers with 3 or more orders (orderCount >= 3)
MarketingCustomers who have opted in to email marketing communications

Viewing a customer’s profile

Click any customer row to open their detail panel. The panel shows:
Email address, phone number, and the date the account was created.
The saved address on the customer’s profile. If no profile address exists, Cartble falls back to the shipping address from their most recent order.
Two key metrics calculated from the customer’s order history:
  • Total orders — count of all records linked to this customer
  • Total spent (LTV) — sum of totalPrice across all orders, representing the customer’s lifetime value
A reverse-chronological list of every order the customer has placed. Each entry shows the transaction number, date, total amount, and financial status (paid or pending).

Exporting customer data

Use the Export button on the Customers page to download your customer list. The export includes customer details alongside the LTV and order count metrics visible in the table.

Team members vs. customers

Cartble distinguishes between customers (shoppers who buy from your store) and team members (staff who have admin access). Team members are managed separately under Admin → Team and are assigned one of three roles: admin, manager, or editor. Customers have no admin access regardless of their purchase history.
Do not add customers as team members to give them order visibility. Use the customer profile in the Customers section instead.