Customer detail panel

When you click a row on the customer list, the right side of the screen slides in and shows everything Klixey knows about that person. This is your one-stop view for "what's going on with this customer?"

Quick answer

Click any customer row to open the detail panel. From there you can see their enrollments, payments, and activity, and you can edit their info, suspend or resume their access, resend their login email, set a password on their behalf, or remove them entirely. Close the drawer and your list is right where you left it.

Opening the panel

From the customer list, click any row. The detail panel slides in from the right.

It's a drawer, not a separate page — your search, filters, and scroll position on the list stay put behind it. Close the drawer (click outside, hit Escape, or use the close button) and you're back where you were.

You can switch between customers without going back to the list: scroll to the next customer in the panel, or close and click another row. The panel reloads instantly.

What you can see

The panel is organized into four sections, top to bottom.

Identity

The top of the panel shows the customer's basics:

• Name — first and last.
• Email — the address they use to sign in to your portal and where their emails go.
• Phone — only if they shared one (some checkouts collect it, some don't).
• Joined — the date they first became a customer.
• Last seen — the last time they opened your customer portal.

Activity stream

A reverse-chronological feed of what this customer has done. It's the fastest way to understand the shape of someone's relationship with you.

Examples of what shows up:

• Signed up / logged in for the first time
• Bought a product
• Paid a subscription renewal
• A payment failed
• A subscription was suspended, reactivated, or cancelled
• Joined a community / left a community
• Completed a lesson / completed a course
• Booked, rescheduled, or cancelled an appointment
• Was sent an email (and whether it landed or was suppressed — more on suppression below)

Each event has a timestamp and a short label. The most recent events are at the top.

Why this matters

A customer pings you with "I can't access the course" — open their activity stream and you'll usually see what happened in the last few entries. A failed payment, a manual suspension, a community removal that cut their bundled access. Way faster than guessing.

Enrollments

Every product the customer has access to — courses, communities, events, appointments, memberships, digital downloads — with the current status of each.

Each enrollment shows:

• The product name and type.
• The status — Active, Suspended, Expired, or Refunded.
• How they got it — paid (with which payment) or added manually.
• Course progress — for courses, the percentage of lessons completed.
• Access window — if you set an end-date, you'll see it here.

A customer can have many enrollments. Stacking them in one view makes it easy to spot "they're active on the course but suspended on the community" situations.

Payment history

Every payment the customer has made on your store. For each you'll see:

• Date of the payment.
• Amount in your store's currency.
• What it bought — the product or subscription.
• Status — Succeeded, Failed, Refunded, or Disputed.

Subscription renewals, one-off charges, and refunds all appear in the same list. Click a row to see more detail (currently this opens the payment record in Stripe's dashboard — Klixey doesn't try to replicate Stripe's payment UI).

Engagement signals

A short sidebar showing:

• Last seen — when they last opened your portal.
• Course progress — a small progress ring for each active course enrollment.

If a customer's last-seen date is months old, that's worth a re-engagement email. If their progress is stuck at 12% for weeks, the early lessons might be the problem.

What you can do from here

The panel has a small actions menu (top-right). What you'll find:

Edit name, email, or phone

Correct typos or update contact info you got wrong on a manual add. Changes you make here show in the customer's portal too — so if you fix their email, their next login email goes to the right place.

Editing the email changes how they sign in

The email is the customer's username. If you change it, they can no longer sign in using the old address. Tell them what you changed, or send them a fresh sign-in link (see Resend access below).

Set a password on their behalf

Useful for customers you onboarded offline who say "I just want to log in — I don't want to go through the email flow."

Pick a password in the dialog, hit save, and tell the customer what it is. They can change it later from their portal account page, and they can always use Forgot password to set a new one themselves.

See Magic link vs password for the difference between the two sign-in modes.

Resend access credentials

Sends them a fresh single-use sign-in link by email. Use this when:

• A customer says "I never got my access email."
• A customer's old sign-in link expired or they accidentally deleted the email.
• You changed their email address and want them to sign in with the new one.

The link is good for a week and stops working after the first time it's clicked. If they need another, just send another.

Send a "set up your password" link

This is the path for customers who don't have a password yet and want one. They get an email with a single button. They click, pick a password, and from then on they sign in with email + password instead of magic links.

The distinction with Resend access matters:

• Resend access — gets them in right now without setting a password.
• Set up your password — gives them a one-time chance to pick a password they'll use from now on.

Most customers don't need both — pick the one that fits the situation.

Suspend or resume an enrollment

Each enrollment in the panel has a Suspend or Resume action.

• Suspend — pauses access to that single product. The customer immediately can't open it. They keep all their progress.
• Resume — restores access. Their progress is exactly where it was when you paused.

Useful when:

• A customer asks to "freeze" their access for a month.
• A community member breaks the rules and you want a cooling-off period without removing them.
• You're investigating a refund request and want to pause access while you figure it out.

Suspension is per-enrollment — pausing their community doesn't pause their course unless you suspend that too. (Subscriptions are different: if a subscription is suspended for payment failure, all the products it pays for go with it. See Refunds, failed payments, and disputes.)

Reset a course's progress

Wipes the customer's lesson completion history for one course. The course re-opens from the beginning, exactly as if they were new.

Use sparingly:

• Test customers you're cleaning up.
• A customer who genuinely wants to retake the course from scratch.

Don't use it to "give them a fresh start" when what they really need is a few minutes of one-on-one help — once it's gone, it's gone.

Cancel a subscription

If the customer is paying you on a recurring subscription, you can cancel it from here. Cancellation behavior — refunds, immediate vs end-of-period access cut — depends on what you choose in the dialog.

The full subscription cancellation flow is in Refunds, failed payments, and disputes.

Delete the customer

Removes them from your list. Their enrollments end, their portal access stops, and their record falls out of the default list view.

Deletion is final-feeling, but with a safety net

When you delete, the customer's access stops immediately and they fall out of the Active/Suspended views. Klixey keeps the record in a retained state for a while — long enough that if you change your mind in the same week, you can email support and we can usually pull them back. After that retention window passes, their personal info is permanently scrubbed and the record is anonymous.

If you have any reason to think you might un-delete this customer, screenshot their detail panel first so you have the record to work from.

You can find recently-deleted customers by setting the status filter on the customer list to Removed.

Email suppression — when emails stop landing

Sometimes you'll see "Email suppressed" in a customer's activity stream. This happens when:

• The customer's email address has bounced repeatedly (the inbox doesn't exist, or is full).
• The customer marked one of your emails as spam.
• The customer's mail provider rejected a message.

Once an address is suppressed, future emails to it won't send. You'll see this in the activity stream as "Email not delivered — address suppressed."

To recover:

• If it was a typo, fix their email address in the Edit action above. The new address starts clean.
• If they actually want to keep hearing from you, ask them to check spam, mark a past email as "not spam," and confirm their address is correct. Once their mail provider stops rejecting, we automatically retry.
• If they marked your emails as spam on purpose, respect that and consider whether they should still have access to what they bought.

You can't unsuppress an address yourself

Mail providers decide whether an inbox is accepting your mail — Klixey just follows their lead. The fix is on the customer's side (uncheck spam, fix the typo). Once their inbox starts accepting again, we'll detect it on the next send.

Roles

Action	Owner	Admin	Editor	Viewer
Open the detail panel	✓	✓	✓	—
Edit name / email / phone	✓	✓	✓	—
Resend access credentials	✓	✓	✓	—
Send a "set up your password" link	✓	✓	✓	—
Suspend or resume an enrollment	✓	✓	✓	—
Set a password on their behalf	✓	✓	—	—
Reset course progress	✓	✓	—	—
Cancel a subscription	✓	✓	—	—
Delete a customer	✓	✓	—	—

See Roles and permissions for the full picture.

Related

• Your customer list — search, filter, and bulk actions.
• Manual enrollment and access management — granting access to a customer.
• Customer access expiration — when and why access ends.
• Magic link vs password — the two sign-in modes you can use for them.
• Refunds, failed payments, and disputes — the subscription side of the panel.