Before a customer signs up, you can edit the contact person. This is who will receive updates about orders. You can edit their name, phone and email. Email is the most important — this is how they'll be notified about orders.

To edit a customer profile, go to Customers › Select a customer › Edit

Editing details while placing an order

You can also update a customer's details while placing an order for them. When confirming the order, go to Preview email, then select the contact in the To field.

After a customer joins Upstock

After a customer signs up, they manage their own contact details. This helps make sure the details are up-to-date and accurate. It also lets them choose who will be notified about orders.

A note indicating this will be shown on their profile.

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