Customers

Customer logins, import/export, merge customers, and appointment histories.

4 articles in this collection
Written by Setmore Support

Add, Edit, or Delete Customers

The basics of creating or modifying customer profiles

Written by Setmore Support
Updated over a week ago

Import or Export Customer Contacts

Add a bunch of customers all at once, from your phone, Google account, or a spreadsheet

Written by Setmore Support
Updated over a week ago

Customer Notes, Stats, and Appointment History

See customer appointment and spending history, and add your own notes

Written by Setmore Support
Updated over a week ago

Merge or Delete Multiple Customers

This is how you combine or purge redundant customer profiles

Written by Setmore Support
Updated over a week ago