Appointedd

Ruta Vareikaite

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

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

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.

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

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

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

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

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

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

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

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