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Add, Edit, or Delete Customers
Add, Edit, or Delete Customers

The basics of creating or modifying customer profiles

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

Customer profiles make it easy for you to manage contact information for your clients, while keeping track of notes, appointments, and spending habits.


Adding or removing a customer profile (web app)💻

  • Start by clicking on the Customers tab, then choose the (+) button, next to the search field.

  • Next, add the customer name and contact information and save your changes.

  • To delete a customer profile, click the three buttons on the top right (while in the customer profile), and select Delete.


Adding or removing a customer profile (mobile)📱

  • Navigate to Customers and choose the +Customer button.

  • Then, add your customer's name and contact information. Tap Create in the top right corner when finished.

Note: Be sure to add an email address, so the customer will receive a confirmation or reminder email for any appointments they book with your business.

Now that the customer profile is added, you can perform a few different actions:

  • Tap the Phone, Chat, or Email icon to start a call, text, or email with the customer, using their contact information on file.

  • Tap the name row to edit the customer's contact information.

To delete a customer profile, tap the three dots in the top right corner and select Delete.


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