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 over a week ago

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 over a week ago