Introduction

Customer information in Circuly can be updated in three ways:

• Manually by a circuly user through the circuly Hub
• Directly by customers through the Customer Self-Service Portal
• Programmatically via the circuly API.

Editing customer details is essential for keeping records accurate—whether it's correcting a typo, updating a phone number, or changing the delivery address for a specific order.

However, not all customer-related data is editable in one place. This is intentional: a customer might have multiple orders or subscriptions, and changes like address updates (shipping and billing) may apply only to a specific order—not their entire profile.

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Tip: You can also update customer details using circuly's API. refer to the Update a customer endpoint for more information.

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Step-by-step guide

Editing email address and phone number

• Go to the Customers tab in your circuly Hub.
• Select or search the customer you wish to edit from the Customer list.
• In the Customer Overview, go to the Billing information section on the bottom right.
• Click the edit (pencil) icon to make the fields editable.
• In the Edit Customer window, update the email or phone number.
• Check the box to consent to the update, then click Submit.
• You will see the changes reflected under Billing information.

In B2C contexts, the email and phone number typically belong to the customer themselves. However, in B2B scenarios, one customer profile may be used to place orders on behalf of multiple individuals. In such cases, the contact information (email and phone) may reflect the person placing the order rather than the actual recipient. This information may need to be updated over time, especially when responsibilities shift within a company, while the shipping address remains tied to the end recipient.

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Editing the address details and date of birth of the customer

When editing the address, you'll see separate fields for the shipping address and the billing address. Make sure to update the correct one based on what the customer needs changed—for example, the delivery destination versus the invoicing contact.

• Go to the Orders tab in the circuly Hub.
• Select the relevant order from the Order List.
• In the Order Overview, go to the Billing information section on the bottom right.
• Click the edit (pencil) icon.
• In the Edit Customer window, update the address and/or birth date.
• Check the box to consent to the update, then click Submit.

In many cases—especially B2B—orders are placed by one contact person but delivered to different recipients. For this reason, address and birth date updates are made per order rather than globally across a customer profile. This ensures the right delivery information is applied where it's needed without affecting other subscriptions or orders linked to the same account.

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Editing customer details via the Self-Service Portal

Customers can also update their own information through the Customer Self-Service Portal.

However, similar to how it works in the circuly Hub, address changes are made on a per-order basis. If a customer needs to change their shipping address, they must do so from the specific order view—ensuring that address updates apply only to the relevant order and not universally across all active subscriptions.

These updates are reflected directly in the circuly Hub.

For a detailed breakdown of how customers can update their information in the portal, refer to:

• Updating personal details (email, name and phone number)
• Updating payment details
• Updating shipping & billing address