Overview
The Customers section (Casa Loyalty → Customers) gives you a full view of every loyalty member in your program. From here you can search and filter your customer base, view individual histories, adjust point balances, change VIP tiers, and manage customer status.
The Customer List
Filters
Use the filter tabs to narrow your list:
All — Every customer synced to Casa Loyalty
Member — Active loyalty members
Guest — Customers who haven't joined the program
Excluded members — Customers excluded via customer tags
Blocked — Customers you've manually blocked
Has points — Customers with a points balance greater than 0
Has rewards — Customers who have rewards available to use
More views — Additional filter options
Columns
The list shows: Customer name, Status, Points, VIP tier, Action. The Action column has two icons: the eye icon (View in Shopify) and the pencil icon (Edit in Casa Loyalty).
Top Actions
Export customers — Coming soon
Import customers — Coming soon
Import Orders — Import historical order data
Import from Shopify — Sync customers from your Shopify store
Customer Detail Page
Click a customer's name to open their full profile. The page is split into two sections: Activity (left) and Details + Balance (right).
Activity
Four sub-tabs track everything related to that customer:
Points — Full log of points earned and spent (Action / Points / Date). Toggle "Show activity with 0 points" to include zero-value events.
Referrals — All referral activity filtered by All / Completed / Pending.
VIP — VIP tier assignment history (e.g. "Assigned to Gold tier based on 1056 points").
Rewards — Log of rewards redeemed (e.g. "Points spent on %10 off coupon, -100").
Details Panel
On the right side you'll see:
Email address
Phone number
Date of birth
Shopify Customer ID
Status (Member / Guest / Blocked)
Customer Balance
Shows the customer's current points total. Click "Adjust balance" to open a modal where you can:
Enter a Points adjustment amount (positive to add, negative to subtract)
Enter a Reason for adjustment (internal use only)
See the New Balance preview before confirming
Changing a Customer's VIP Tier
To manually promote, demote, or remove a customer from a VIP tier, use the "Change Tier" option on their profile. This is useful for correcting incorrect tier placement or giving a customer special treatment. Select the target tier from the dropdown, or choose "No VIP tier" to remove them entirely.
Referrals Panel
Shows the total number of completed referrals and the customer's unique referral link.
More Actions
Click "More actions" (top right of the customer detail page) to access:
Block Customer — Prevents the customer from earning or redeeming points
View in Shopify — Opens the customer's profile in Shopify Admin
Delete Customer — Removes the customer from Casa Loyalty (does not delete from Shopify)
Tips
Always include a reason when adjusting balances — it helps with auditing later
Use filters to find specific segments quickly (e.g. "Has points" to see active earners)
Regularly review customers with unusual point patterns