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Exclude a customer

Exclude an individual customer from your program or reinstate a customer that was previously excluded.

Katrina avatar
Written by Katrina
Updated this week

πŸ›’ Supported on all platforms

πŸ’³ Available on all plans

πŸ‘€ Accessible to all roles

Removing a customer from your program excludes them from participating or interacting with the program. Excluding a customer does not remove or delete their profile from Smile Admin, and you can continue to view their profile or add the customer back to your program at a later date.

βœ… Tip: To exclude multiple customers in a group, please review our guide on excluding customers using a tag.

Exclude a customer


When a customer is excluded they will not see the Smile launcher or panel while logged into their store account. They will not earn points or be able to spend any points, and their referral link will no longer be active or usable. Customers are not notified when they are removed from a program.

To exclude a customer from your program:

  1. In Smile Admin, navigate to Customers.

  2. Search for the customer you would like to exclude from the program.

  3. Select the customer.

  4. Click the Exclude from program button under their name.

  5. Click Exclude account.

ℹ️ Note: When an excluded customer is not logged into their store account, they will still be able to see your program launcher.


Reinstate a customer


If a customer was previously excluded from your program, you can add them back in.

To reinstate a customer:

  1. In Smile Admin, navigate to Customers.

  2. Search for the customer you would like to add back to the program.

  3. Select the customer.

  4. Click the Add to program button under their name.

  5. Click Enable account.

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