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 this week

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 this week

Customer Notes, Stats, and Appointment History

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

Written by Setmore Support
Updated this week

Merge or Delete Multiple Customers

This is how you combine or purge redundant customer profiles

Written by Setmore Support
Updated this week