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

An image of the Setmore Line Break

Adding or removing a customer profile (mobile app)

  • Start by tapping the pink (+) button and choose +Customer.
The Add Customer icons in the mobile app
  • Then, add your customer's name and contact information. Tap Save 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.

Customer profile in the Setmore mobile app

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.

The more and Delete icons in the mobile app
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Adding or removing a customer profile (web app)

  • Start by clicking on the Customers tab, then choose the (+) button, next to the search field.
Adding a new customer in the Setmore web app
  • Next, add the customer name and contact information and save your changes.
The Customer profile information in the Setmore web app
  • To delete a customer profile, click the trash icon on the far right side of the screen (while in the customer profile), and select Delete.
The Delete Customer icon in the Setmore web app

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