Customer information is automatically saved in your Appointedd CRM as customers book online with you, or if you add a booking with them to the calendar.
Any customer details stored in your Appointedd system are available for you to use in the CRM tools, such as marketing campaigns.
To create a customer record:
- Click on the Customers tab
- Click Add customer
- Enter customer details and click Save.
When a customer is created, they are opted out of marketing by default. If the customer wishes to receive marketing, you can opt them in by unchecking the unsubscribed checkbox.
To add multiple customers at once, you can import customers from a CSV file. Check out this guide.