Manage a customer on your phone
Refund, turn access off or on, end a payment plan, move a purchase to another email, and add notes and tags from the Eden app.
In the Eden app, go to Store → Customers and tap a person. Under What they have, tap ⋯ on a product to refund it, turn access off or on, end a payment plan, or move it to another email. Every action asks you to confirm first.
Refund a purchase
- 01
Open the product's menu
Tap ⋯ on the product, then Refund.
- 02
Check the amount
The app shows how much goes back and what happens to their access.
- 03
Confirm
Tap Refund. The product shows Refunding… until Stripe finishes it.
A full refund ends their access to that product. Their other products stay.
To refund just one later payment of a plan or membership, find it under Later payments or Renewals on that product and tap Refund next to it. Their access stays.
Other actions
| In the ⋯ menu | What it does |
|---|---|
| Send login link | Emails them a link to open the product. |
| Receipt | Emails them the receipt for a paid product, or shares it as a PDF. |
| Turn off access | Takes away the product. No refund is given. |
| Turn access back on | Gives it back. They aren't charged. |
| End plan, keep access | Stops a payment plan's remaining payments. They keep the product. You can't undo this. |
| Move to another email | For a buyer who used the wrong email. Type the new one, check it, then tap Move access. |
Only the actions that fit the purchase show. For example, End plan, keep access only shows on a payment plan that's still paying.
Notes, tags, and form answers
- Notes: tap Add note for a private note or a follow-up reminder. See Customer notes and follow-ups.
- Tags: tap Add tag to put a tag on someone on your email list, or make a new one.
- Form answers: their quiz, form, and application answers show near the bottom.
If an action is missing
- A teammate with View access can see customers but can't change them.
- A product bought on your own checkout (like PayPal) is refunded there, not in Eden.
Customer notes and follow-ups
Keep private notes on a customer, set a reminder to follow up, and see everything they did on one timeline.
Sort, tag, and act on your customers
Find the right customers with ready-made views, tags, and sorting, then tag, email, note, or give credits to many people at once.
Offer a payment plan
Let buyers pay a one-time product in monthly payments instead of all at once.
Manage your products on your phone
See how each product is doing, change its name, description, or price, turn it live or off, make discount codes, and start a sale from the Eden app.
Get answers from the team and other creators.
Ask in the Eden help channel, see how others use the app, and come to the live workshops. Free with any Eden account.
Join the Eden CommunityEmail us. A real person reads every message.
Tell us what you tried and where you got stuck. We answer within one business day.
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