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Getting Started: Customer List
Getting Started: Customer List

The Customer List is where all your customer info is stored. Here you can see client contact info and appointment history.

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

Your Customer List is your digital Rolodex of all your customers. It includes the customer name, contact info, and appointment history by default. You can add custom form fields for additional data.

Time Saver: While booking an appointment on the calendar, selecting an existing customer will automatically populate the customer’s data from their profile.

Sometimes you may inadvertently create more than one profile for the same customer. Setmore allows you merge customer profiles to help reduce the clutter.

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