<ul class="wccom-tick-list-primary">
<li><span style=", sans-serif;font-size: 17.0439px;font-weight: 600;letter-spacing: -0.02em">Centralized Customer Dashboard</span></li>
<li><span style=", sans-serif;font-size: 17.0439px;font-weight: 600;letter-spacing: -0.02em">Customer Info Sidebar</span></li>
<li><span style=", sans-serif;font-size: 17.0439px;font-weight: 600;letter-spacing: -0.02em">Order History at a Glance</span></li>
<li><span style=", sans-serif;font-size: 17.0439px;font-weight: 600;letter-spacing: -0.02em">Customer Lifetime Value (CLV)</span></li>
<li><span style=", sans-serif;font-size: 17.0439px;font-weight: 600;letter-spacing: -0.02em">Subscription Management </span></li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">License Tracking</h3>
</li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">HelpScout Integration</h3>
</li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">Intercom Integration</h3>
</li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">Affiliate Tracking</h3>
</li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">Search Customers Instantly</h3>
</li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">Access from Orders List</h3>
</li>
<li>
<h3 class="text-xl font-bold text-gray-900 mb-3">Lightweight & Performant</h3>
</li>
</ul>
<hr class="wccom-product-heading__hr" />
<h2 class="text-3xl lg:text-4xl font-extrabold text-gray-900 mb-4">Features</h2>
<p class="text-xl text-gray-600">A complete customer profile — accessible from anywhere in WooCommerce.</p>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<h3 class="text-xl font-bold text-gray-900 mb-3">Centralized Customer Dashboard</h3>
<p class="text-gray-600 leading-relaxed">A dedicated Customer Info page under WooCommerce with full customer details, orders, subscriptions, and support data in one view.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Customer Info Sidebar</h3>
<p class="text-gray-600 leading-relaxed">Open a quick-view sidebar directly from the Orders List or Order Details page — full context without navigating away.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Order History at a Glance</h3>
<p class="text-gray-600 leading-relaxed">View complete order history for any customer — order dates, statuses, totals, item details — all from one location.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Customer Lifetime Value (CLV)</h3>
<p class="text-gray-600 leading-relaxed">See total revenue generated by each customer. Identify and prioritize high-value customers for targeted retention.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Subscription Management</h3>
<p class="text-gray-600 leading-relaxed">View active subscriptions, next renewal dates, and auto-renew status per customer. Compatible with WooCommerce Subscriptions.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">License Tracking</h3>
<p class="text-gray-600 leading-relaxed">With WooCommerce API Manager, view total licenses, active licenses, and connected stores per customer.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">HelpScout Integration</h3>
<p class="text-gray-600 leading-relaxed">View HelpScout support tickets and past conversations directly inside the Customer Info dashboard.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Intercom Integration</h3>
<p class="text-gray-600 leading-relaxed">Access Intercom conversations and customer interactions from within WooCommerce for faster support.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Affiliate Tracking</h3>
<p class="text-gray-600 leading-relaxed">With Affiliate for WooCommerce, view referral counts, conversion rates, revenue, and commission status per customer.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Search Customers Instantly</h3>
<p class="text-gray-600 leading-relaxed">Search by name or email from the dashboard or sidebar. Jump to any customer profile in seconds.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Access from Orders List</h3>
<p class="text-gray-600 leading-relaxed">Open the Customer Info sidebar directly from the Actions column on the Orders List — one click to full context.</p>
</div>
<div class="border border-gray-100 rounded-2xl p-8 shadow-sm hover:shadow-md transition-shadow duration-300 group">
<div class="w-12 h-12 bg-blue-50 rounded-xl flex items-center justify-center mb-6 group-hover:bg-blue-600 transition-colors duration-300"></div>
<h3 class="text-xl font-bold text-gray-900 mb-3">Lightweight & Performant</h3>
<p class="text-gray-600 leading-relaxed">Customer data loads only when requested — no impact on store speed or admin performance. Optimized for HPOS.</p>
</div>
<h2 class="text-4xl font-black text-gray-900 mb-4">Built for Teams That Live in WooCommerce</h2>
<p class="text-lg text-gray-500 font-medium">Whoever needs fast, full customer context — Customer Info delivers it instantly.</p>
<div class="group p-8 rounded-3xl border border-gray-50 hover:bg-gray-50/50 hover:border-blue-600/20 transition-all">
<h4 class="text-base font-black text-gray-900 mb-3">Support Teams</h4>
<p class="text-sm text-gray-500 font-medium leading-relaxed">Get full customer context — orders, subscriptions, support history — before responding. Resolve tickets faster.</p>
</div>
<div class="group p-8 rounded-3xl border border-gray-50 hover:bg-gray-50/50 hover:border-blue-600/20 transition-all">
<div class="w-12 h-12 bg-blue-600/5 rounded-2xl flex items-center justify-center text-blue-600 mb-6 group-hover:bg-blue-600 group-hover:text-white transition-colors"></div>
<h4 class="text-base font-black text-gray-900 mb-3">Store Managers</h4>
<p class="text-sm text-gray-500 font-medium leading-relaxed">See lifetime value and order history at a glance. Make informed decisions on every customer interaction.</p>
</div>
<div class="group p-8 rounded-3xl border border-gray-50 hover:bg-gray-50/50 hover:border-blue-600/20 transition-all">
<div class="w-12 h-12 bg-blue-600/5 rounded-2xl flex items-center justify-center text-blue-600 mb-6 group-hover:bg-blue-600 group-hover:text-white transition-colors"></div>
<h4 class="text-base font-black text-gray-900 mb-3">Account Managers</h4>
<p class="text-sm text-gray-500 font-medium leading-relaxed">Track high-value customers, their subscriptions, licenses, and affiliate activity from one dashboard.</p>
</div>
<div class="group p-8 rounded-3xl border border-gray-50 hover:bg-gray-50/50 hover:border-blue-600/20 transition-all">
<div class="w-12 h-12 bg-blue-600/5 rounded-2xl flex items-center justify-center text-blue-600 mb-6 group-hover:bg-blue-600 group-hover:text-white transition-colors"></div>
<h4 class="text-base font-black text-gray-900 mb-3">SaaS & License Sellers</h4>
<p class="text-sm text-gray-500 font-medium leading-relaxed">With API Manager integration, monitor licenses and connected stores per customer instantly.</p>
</div>
<div class="group p-8 rounded-3xl border border-gray-50 hover:bg-gray-50/50 hover:border-blue-600/20 transition-all">
<div class="w-12 h-12 bg-blue-600/5 rounded-2xl flex items-center justify-center text-blue-600 mb-6 group-hover:bg-blue-600 group-hover:text-white transition-colors"></div>
<h4 class="text-base font-black text-gray-900 mb-3">Affiliate Program Managers</h4>
<p class="text-sm text-gray-500 font-medium leading-relaxed">Track referral counts, conversions, and commissions per customer alongside their order data.</p>
</div>
<div class="group p-8 rounded-3xl border border-gray-50 hover:bg-gray-50/50 hover:border-blue-600/20 transition-all">
<div class="w-12 h-12 bg-blue-600/5 rounded-2xl flex items-center justify-center text-blue-600 mb-6 group-hover:bg-blue-600 group-hover:text-white transition-colors"></div>
<h4 class="text-base font-black text-gray-900 mb-3">Customer Success Teams</h4>
<p class="text-sm text-gray-500 font-medium leading-relaxed">Spot at-risk subscriptions and high-value VIPs to prioritize retention and proactive outreach.</p>
</div>
<h2 class="text-2xl font-bold text-gray-900 mb-2">Compatibility & Integrations</h2>
<p class="text-gray-600">Built to work with the tools you already use.</p>
<div class="bg-gray-50 rounded-xl p-6 text-center border border-gray-100 hover:border-indigo-100 hover:shadow-sm transition-all">
<h3 class="font-bold text-gray-900 mb-2 text-sm">WooCommerce Subscriptions</h3>
<p class="text-xs text-gray-500 leading-relaxed">View and manage subscription details per customer</p>
</div>
<div class="bg-gray-50 rounded-xl p-6 text-center border border-gray-100 hover:border-indigo-100 hover:shadow-sm transition-all">
<div class="w-10 h-10 bg-white rounded-lg flex items-center justify-center mx-auto mb-4 shadow-sm"></div>
<h3 class="font-bold text-gray-900 mb-2 text-sm">WooCommerce API Manager</h3>
<p class="text-xs text-gray-500 leading-relaxed">Track licenses and connected stores</p>
</div>
<div class="bg-gray-50 rounded-xl p-6 text-center border border-gray-100 hover:border-indigo-100 hover:shadow-sm transition-all">
<div class="w-10 h-10 bg-white rounded-lg flex items-center justify-center mx-auto mb-4 shadow-sm"></div>
<h3 class="font-bold text-gray-900 mb-2 text-sm">HelpScout</h3>
<p class="text-xs text-gray-500 leading-relaxed">View support tickets and conversations</p>
</div>
<div class="bg-gray-50 rounded-xl p-6 text-center border border-gray-100 hover:border-indigo-100 hover:shadow-sm transition-all">
<div class="w-10 h-10 bg-white rounded-lg flex items-center justify-center mx-auto mb-4 shadow-sm"></div>
<h3 class="font-bold text-gray-900 mb-2 text-sm">Intercom</h3>
<p class="text-xs text-gray-500 leading-relaxed">Access customer chat history and interactions</p>
</div>
<div class="bg-gray-50 rounded-xl p-6 text-center border border-gray-100 hover:border-indigo-100 hover:shadow-sm transition-all">
<div class="w-10 h-10 bg-white rounded-lg flex items-center justify-center mx-auto mb-4 shadow-sm"></div>
<h3 class="font-bold text-gray-900 mb-2 text-sm">Affiliate for WooCommerce</h3>
<p class="text-xs text-gray-500 leading-relaxed">Track referrals, revenue, and commissions</p>
</div>

Customer Info

<p>Introducing <b>Customer Info</b>, a robust and intuitive WooCommerce plugin designed to simplify customer management. Store owners can effortlessly access detailed customer data, orders, subscription statuses, and support interactions—all centralized in a single, user-friendly dashboard.</p>

<p>Stores selling products to B2B and B2C customers must often adjust product prices and catalog visibility for different user roles. However, before that, they must assign user roles to hundreds and thousands of customers. This extension allows you to display a user role dropdown on the registration page to allow customers to choose their role. Previously registered customers can change their user role from the “My Account” page.</p>
<p>You can display selected user roles in the dropdown, enable manual approval for specific user roles, and leave the rest for auto-approval.</p>
<div class="woo-sc-box normal">If you want to add custom registration fields and user roles dropdown along with approve new user, please buy our <a href="https://woocommerce.com/products/custom-user-registration-fields-for-woocommerce/">Custom Registration Fields Extension</a></div>
<h3 id="item-description__main-features-included-in-choose-user-roles-plugin"><strong>Features</strong></h3>
<ul>
<li>Display a user role dropdown on the registration and checkout page (account creation section).</li>
<li>Display selected user roles in the dropdown.</li>
<li>Option to auto-approve and manually approve user roles.</li>
<li>Allow/disallow customers to request a user role from my account page.</li>
<li>Email notifications for admins and customers.</li>
<li>Display custom messages to notify users about user role status on the My Account page.</li>
<li>Customize field label.</li>
<li>Works for both WordPress and WooCommerce registration forms.</li>
</ul>
<p><img class="alignnone size-full wp-image-6334824" src="https://woocommerce.com/wp-content/uploads/2020/08/User-Roles-Dropdown-on-WooCommerce-Registration-Form.png" alt="User Roles Dropdown on WooCommerce Registration Form" width="870" height="559" /></p>
<h3><strong>Display selected user roles in dropdown:</strong></h3>
<p>Instead of showing all user roles, this extension enables you to show only relevant user roles in the dropdown and keep VIP user roles at the admin’s disposal, to assign from the backend as they see fit.</p>
<p><img class="alignnone size-full wp-image-6334853" src="https://woocommerce.com/wp-content/uploads/2020/08/Display-selected-user-role-in-dropdown-1.png" alt="Display selected user role in dropdown" width="855" height="901" /></p>
<h3><strong>Manual and auto-approval: </strong></h3>
<p>You can enable manual approval for specific user roles and keep the rest on auto-approval. This feature allows you to validate customers before they can enjoy the benefits of special user roles. The customer will be able to login and will be assigned the default user role until the new user role request is approved.</p>
<p><img class="alignnone size-full wp-image-6334860" src="https://woocommerce.com/wp-content/uploads/2020/08/Select-User-Role-for-manual-and-auto-approval.png" alt="Select User Role for manual and auto approval" width="798" height="413" /></p>
<h3>Add dropdown to My Account page</h3>
<p>This plugin allows you to display the same user roles dropdown on the My Account page. This is completely optional, given that you may not want to give your user the option of changing their role once it has been assigned.</p>
<p><img class="alignnone size-full wp-image-6334868" src="https://woocommerce.com/wp-content/uploads/2020/08/User-role-dropdown-in-my-account-page-woocommerce.png" alt="User role dropdown in my account page woocommerce" width="856" height="956" /></p>
<h3>Email and notification settings:</h3>
<p>You can customize the following emails and custom messages displayed on My Account page.</p>
<ul>
<li>Pending and declined status messages display on the My Account page under the user roles dropdown.</li>
<li>Email to admin when a new user registers and requests a user role that requires manual approval.</li>
<li>Email to the customer notifying them that a requested user role is awaiting approval.</li>
<li>Email to the customer when a requested user role is approved.</li>
<li>Email to the customer when a requested user role is declined.</li>
</ul>
<p><img class="alignnone size-full wp-image-6334891" src="https://woocommerce.com/wp-content/uploads/2020/08/Custom-Messages-on-my-account-page.png" alt="Custom Messages on my account page" width="792" height="429" /></p>
<p>You can enable/disable any email.</p>
<p><img class="alignnone size-full wp-image-6334889" src="https://woocommerce.com/wp-content/uploads/2020/08/Email-settings-for-user-roles.png" alt="Email settings for user roles" width="980" height="802" /></p>

Choose User Role at Registration

<p>Add a user role dropdown on the registration form to allow customers select the relevant role during registration.</p>

Customer Info vs Choose User Role at Registration