Customers

Everything you need to know about managing your customers online under the "Customers" tab in Appointedd.

7 articles in this collection
Written by Megan Grant

Adding and removing customers

How to add customers from your FreeAgent account

Connect your Appointedd and FreeAgent CRMs to have customer details across your tools and avoid duplication of efforts.

Written by Megan Grant
Updated over a week ago

How to add customers to Appointedd

Add customers to Appointedd to have a record of their activity with your business.

Written by Megan Grant
Updated over a week ago

How to import and export customer lists

You can upload and download your customers to and from your Appointedd CRM. This can be done from your account using a CSV excel file.

Written by Megan Grant
Updated over a week ago

How to modify or delete a customer's details

Edit, modify or delete a customer's details from their customer record.

Written by Megan Grant
Updated over a week ago

Customer profiles

How to contact your customers directly from Appointedd

Send direct messages by SMS or email to individual customers or all participants in a group booking from the booking or customer record.

Written by Megan Grant
Updated over a week ago

How to view all communications with a customer

Learn how to view all of the communications which have been sent to your customers from the system.

Written by Megan Grant
Updated over a week ago

How to group your customers with tags

Appointedd's customer tagging functionality allows you to add one or more tags to a customer to manage customer groups more efficiently.

Written by Megan Grant
Updated over a week ago