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Managing customers sits at the center of Kelviq. Each customer connects directly to their subscriptions, the plans behind them, and the features they own. You need to understand these relationships to handle the full customer lifecycle.

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View customer list

Select Customers in the main navigation to see your list. You can do a few things here.
  • Search by name, email, or identifier.
  • Add a new customer with the button in the top right.
  • Manage a customer by clicking their row to see details.

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Add a new customer

You can create records manually.
1

Open the modal

Click + New customer in the top right of the list page.
2

Fill in details

You need to provide a few key pieces of info.
  • Customer name is required. Use the person’s full name or company name.
  • Identifier is the unique ID the API uses. We auto-generate this based on the name, but you can edit it. Linking this to the ID in your own database is usually a good idea.
  • Email address is optional.
3

Create

Click Create to finish.If you are adding a batch of people, toggle on Create more. This keeps the window open so you can add the next one immediately.

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Manage existing customers

You can edit details or revoke access from the list view.

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Edit a customer

Click the three dots on the right side of the customer row and select Edit.
You can update the Customer name and Email address. The Identifier is fixed after creation and cannot be changed.

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Archive a customer

Archiving makes a customer inactive and revokes their access. Click the three dots and select Archive.
You will see a confirmation warning. Click Confirm to proceed.
You cannot archive a customer with an active subscription. You must cancel their subscription first.

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Customer details

Click on any customer row to open their full profile. This page holds the source of truth for that user. You can see their unique Billing ID and timestamps for when they joined or were last updated.

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Subscriptions

This section lists active and past plans. It shows the status, such as Active or Canceled, and the relevant dates. Add a subscription You can manually subscribe a customer to a plan from here.
  1. Click Add subscription.
  2. Set the Billing period and Currency.
  3. Select the Features included in this specific sub.
  4. Set the Usage limits or allowances.
  5. Choose a Start date. You can also adjust the Free trial period here.
Edit a subscription You can also modify an existing subscription. Click on the subscription card to update terms, change status, or extend trial dates.

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Entitlements

This view shows exactly what the customer can do right now based on their plan. Overrides You often need to make exceptions for specific users. You can do that here without changing the underlying plan.
  • Change the value of a specific feature.
  • Update the usage limit for a metered feature.
Changes made here apply only to this specific customer.

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Usage

This tracks consumption for usage-based billing.
  • Graphs show usage trends over time.
  • Hover over the data to see exact numbers for specific periods.