---
title: Retail customer summary
customers-call-it: addition
url: /docs/features/store/presets/store.customers.retail-summary
---

# Retail customer summary

**Coming soon.** This isn't available to customers yet.

A one-page customer record for a shop: each buyer's name, contact details, addresses, email consent and past orders, with room for your own notes.

## Use it when

Most of what you need about a buyer is where to send their parcel and what they've ordered before. You get it with the [Stocked retail store](/docs/features/store/presets/store.stocked-retail) type.

## Use something else when

- [Project context customers](/docs/features/store/presets/store.customers.project-context): each customer is a project with a brief.
- [Service customer notebook](/docs/features/store/presets/store.customers.service-notebook): you visit customers and follow up with them.
- [Purchases and access customers](/docs/features/store/presets/store.customers.purchases-and-access): you sell downloads and track licences.

## How to add a note to a customer

People who buy from you appear in **Customers** by themselves. To add one yourself, press **Add person** there.

1. Open **Store**, then **Customers**.
2. Press the customer. Their page opens.
3. Where it says **Write anything…**, type your note, such as "Prefers unscented gift wrap".

You see **Saved**.

## What it adds or changes

- **Part of**: Store

Workspace arrangement only

## Example

At a fictional candle shop, a regular buyer's page shows her two addresses, that she's happy to get your emails, and her four past orders. Under Notes you write "Prefers unscented gift wrap."

## Related

- [Maintenance plans](/docs/features/store/presets/store.maintenance-plans): Monthly or yearly plans, a subscription board and editable renewal notices
- [Stocked retail store](/docs/features/store/presets/store.stocked-retail): A compact customer page and a pick and pack board for shipped goods