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. You can view your list of customers by going to the Customer tab from the main calendar view.
Any customer details stored in your Appointedd system are also available for you to use in the CRM tools, such as marketing campaigns.
How to view and edit customer details
In order to view and edit customer details, head to the Customer tab from the main calendar view. From here you can:
see how many bookings they've had with your Appointedd booking tools;
view and edit their personal details;
add customer notes (displayed only internally);
see any previous and future bookings;
see what communications have been sent to them;
send direct messages;
delete customer;
add new customers.
To create a new 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.
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