Appointedd

Ruta Vareikaite

Madeline

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

Customers and CRM

View your customers details and add customers to Appointedd to have a record of their activity with your business.

How to manage customer records on Appointedd

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.

How to import and export customer lists

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

How to view all communications with a customer

Create custom fields within your booking flow to collect additional information about the customer at the time of booking.

How to ask your customers for additional personal details (Custom CRM fields)

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

How to contact your customers directly from Appointedd

Businesses with multiple Appointedd accounts can connect them to view customers bookings across all accounts.

View customers bookings across accounts

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

How to group your customers with tags

This guide outlines how you can log all the emails you send to customers within the Appointedd system.

How to log external email communications within Appointedd

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

How to add customers from your FreeAgent account

Managing customer profiles and CRM fields

Developer documentation

Find answers and get help from Intercom Support and Community Experts

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