Managing customer profiles and CRM fields
9 articles
How to manage customer records on AppointeddView your customers details and add customers to Appointedd to have a record of their activity with your business.
How to import and export customer listsYou 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 view all communications with a customerLearn how to view all of the communications which have been sent to your customers from the system.
How to ask your customers for additional personal details (Custom CRM fields)Create custom fields within your booking flow to collect additional information about the customer at the time of booking.
How to contact your customers directly from AppointeddSend direct messages by SMS or email to individual customers or all participants in a group booking from the booking or customer record.
View customers bookings across accountsBusinesses with multiple Appointedd accounts can connect them to view customers bookings across all accounts.
How to group your customers with tagsAppointedd's customer tagging functionality allows you to add one or more tags to a customer to manage customer groups more efficiently.
How to log external email communications within AppointeddThis guide outlines how you can log all the emails you send to customers within the Appointedd system.
How to add customers from your FreeAgent accountConnect your Appointedd and FreeAgent CRMs to have customer details across your tools and avoid duplication of efforts.