Your Customer List is your digital rolodex of all your customers. It includes customer name, contact info, and appointment history by default. You can add custom form fields for additional data.

Time Saver: While booking an appointment on the calendar, selecting an existing customer will automatically populate the customer’s data from their profile.

  • Pro Tip: When you first start using Setmore, you can import a list of your existing customers with a .CSV file. Find out how > 

Sometimes you may inadvertently create more than one profile for the same customer. Setmore lets you merge customer profiles to help reduce the clutter.


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