Customers | Support - Setmore: Free Online Appointment Scheduling Software

Customers

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

7 articles in this collection
Written by Srilakshmi Janardanan and Cassandra Koehler

Add, Edit, or Delete Customers

The basics of creating or modifying customer profiles

Written by Cassandra Koehler
Updated this week

Import Customer Contacts

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

Written by Cassandra Koehler
Updated over a week ago

Export Customer Data

Download a spreadsheet of all your customer profiles in Setmore

Written by Cassandra Koehler
Updated over a week ago

Customer Login Feature

Empower customers with their own username and password when accessing your Booking Page

Written by Cassandra Koehler
Updated over a week ago

Customer Notes, Stats, and Appointment History

Get the scoop on customer trends and behavior, and add your own annotations

Written by Cassandra Koehler
Updated over a week ago

Merge or Delete Multiple Customers

This is how you combine or purge redundant customer profiles

Written by Cassandra Koehler
Updated over a week ago

Unmerging a Customer Profile

Use this feature to reverse a merge action and restore customer profiles back to their former state

Written by Srilakshmi Janardanan
Updated this week