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 import customers from your FreeAgent accountImport your existing FreeAgent customer to your Appointedd account