Customer management

Search your CRM to find the customer's record, detailing all of their interactions with your business.

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10 articles in this collection
Written by Megan Grant

How to modify or delete a customer's details

Edit, modify or delete a customer's details from their customer record.
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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.
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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.
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Written by Megan Grant
Updated over a week ago

How to use communications to take reviews from your customers

Ask your customers to leave reviews for your services by sending an automated followup email and/or SMS after a booking.
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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.
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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.
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Written by Megan Grant
Updated over a week ago

How to log external email communications within Appointedd

This guide outlines how you can log all the emails you send to customers within the Appointedd system.
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Written by Megan Grant
Updated over a week ago

How to identify if a customer has paid for a booking

Learn how to identify in your Appointedd account whether the customer has made payment for their booking.
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Written by Megan Grant
Updated over a week ago

How to send a payment request for a booking

Take payment in advance by sending an email payment request when making a booking over the phone or in person.
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Written by Megan Grant
Updated over a week ago

How to issue a refund for a payment

Refund a customer for a payment they have made on a booking. Choose to send the whole/partial amount back to them.
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Written by Megan Grant
Updated over a week ago