Customer accounts — signing in, orders, addresses and balances
Your customers sign in with a phone number and a one-time code. What they get, when it is required, and what you can see.
5 min readUpdated 14 Sep 2026
In this guide
How signing in works
- They type their mobileThe account icon, or at checkout
- A code arrives by SMSOne tap to paste it
- They are inTheir number is the account
There is no password to forget and none to reset, which is why almost nobody gets locked out. The phone number is the identity: the same number is the same customer, whether they ordered on your website, at your counter, or through a WhatsApp order you typed in.
What a signed-in customer can do
| In their account | What it holds |
|---|---|
| My Orders | Every order they placed with that number, with its status and, on shipped parcels, where it has reached |
| Addresses | Saved delivery addresses — so a repeat order is two taps. Where you ask for a delivery location, each address also keeps its own spot on the map; where the checkout shows the map (the new checkout, or a delivery fee by distance) they can add, move or remove that spot here |
| Wallet | Store credit they hold with you: top-ups, refunds you sent to wallet, and what they spent |
| Rewards | Their points balance and history, if you run loyalty |
| Invoices | Their own tax invoices, to view or print — on stores that raise invoices |
| My Library | Files from anything digital they bought, with any download limit shown, to download again any time |
| Order Again | Their usual items, and a one-tap reorder of a past order |
| Wishlist | Things they saved to come back to. The list lives in that browser, so a different phone starts a fresh one |
On the specialised websites the same account carries the equivalent: My Trips on a travel site, My Rentals on a rental site, My Bids where you run auctions, and a borrower portal on a finance site.
When signing in is required — and when it is not
Asking every visitor to sign in before they can buy costs you orders. The platform only insists where it protects money — spending a balance, bidding, or a catalogue you deliberately closed. See Members Only.
What you can see — and what you cannot
Everything a customer builds up appears on their page in your Customers list: their orders, spend, saved addresses, wallet ledger and points, plus controls to adjust points or credit their wallet with a reason recorded.
Do this
- Use the customer page when they call — “same as last time, to the office” is one search away
- Correct a wrong name on their record; it came from what they typed at checkout
- Give staff customer access only if they need it — it is personal data
- Treat the phone number as the identity when matching people
Not this
- Asking a customer for their one-time code — you never need it, and nobody legitimate ever asks
- Sharing or exporting the customer list beyond your own business
- Merging two numbers into one person; each number is its own customer
- Forcing sign-in before checkout on an ordinary shop
You cannot sign in as a customer, and you should never ask for their code. The code is what proves the person holding the phone is them. Anyone asking a customer for it — including someone claiming to be from your shop — is trying something.
Example · Kavitha, a bakery in Coimbatore
A customer rang: “the same cake as my daughter's birthday, to my office.” Kavitha searched the last four digits of the number, opened the customer, saw the March order and the office address already saved, and created the repeat order in under a minute — without asking the customer to repeat a thing.
Related
| You want to… | Read |
|---|---|
| Read and use your customer list | Your customer list |
| Let customers check an order without signing in | Track Order |
| Give customers store credit | Customer wallet |
| Reward repeat buying | Loyalty points |
| Approve who may even see your catalogue | Members Only |
| Show or hide account links | What customers see |
Common questions
Do customers have to create an account to buy?
No, not on an ordinary shop — they can check out as a guest with their name, number and address. Signing in only becomes necessary for wallet money, points, bidding, or a members-only store.
A customer says they never get the code.
Ask them to wait thirty seconds and use the resend button, and to check the number they typed. If it is a landline or an incomplete number, no code can arrive.
The same person shows twice in my customer list.
They used two different numbers. Each number is treated as its own customer, because the number is the only thing that can be matched reliably. Keep the one they actually reply on.
Does a customer's wishlist follow them to another phone?
No. The saved list lives in the browser they saved it on, so the same person on a second phone starts with an empty wishlist. What signing in adds is on your side: your shop remembers who saved which product, so a price drop can reach them — see Search & wishlist.
Can I see what a customer has in their cart right now?
Not the live cart, but you do see the ones that were left behind at checkout with a phone number — that is Abandoned carts.
Can I delete a customer's account?
Their orders and invoices must stay for your GST records, but if a customer asks you to remove their personal details, message us and we will handle it properly rather than leaving you to delete rows.
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