Work with your customers

Add a customer

1. Open Customers and press New customer.
2. Fill in the first name, last name, email and phone.
3. Press Add customer. If the phone already belongs to someone, you are asked whether it is the same person.

Find and sort

• Search by name, email or phone.
• Filter shows who came from the website, who booked and who you added by hand, and who has an upcoming appointment.
• Every column sorts. The list shows 50 people at a time - press Show more for the rest.

A customer card

• Details, Messages, Emails, Notes and Bookings live on separate tabs.
• An enquiry from your website appears under Messages.
• Notes are private and only their author can change them.
• Ask for a review (in the ... menu of the card) sends one letter asking for a review. It needs the reviews link in Settings -> Business details (Where people leave you reviews).
• One person is asked at most 2 times, at least 90 days apart, and never after they unsubscribe.

Emails sent to a customer

• The Emails tab of a card lists every letter sent to this person on your behalf: invoices and reminders, booking confirmations, changes, cancellations and reminders, payment receipts, review requests and your assistant replies.
• Each row shows the subject, the type, Sent or Not sent, the address and the date. Press Show letter to read it as the customer got it.
• Sent means the mail server accepted the letter. It does not tell whether the customer opened it or whether it landed in spam.
• Not sent shows the reason. For an invoice or a booking letter press Send again - the letter is put together again with the current details. A paid invoice, a past appointment or a letter replaced by a newer one is not sent again.
• Ask your assistant "did Anna get her booking confirmation?" - it reads the same list.

Your own fields

• Press the Custom fields button next to the search to see your fields. Press Add field, give it a label and pick a type: One line, Multiple lines, Dropdown, Checkboxes, Radio buttons, Date or Number.
• Dropdown, Checkboxes and Radio buttons need options - write them one per line. Checkboxes let you tick several options for one customer.
• Every field shows on the Details tab of each card. Press the value to fill it in or change it.
• Press Edit next to a field to rename it, change its type or remove it. Removing a field hides it: what customers had in it stays stored.
• Tick Show in the customers list to see a field as a column you can sort by. Up to two fields can be columns.
• To find people by a field, open the Filter button and Your fields: pick options, a date or number range, text it contains, or Filled in / Empty. The filter shows above the list and is removed with its x.
• You can also ask your assistant, for example "Add a field Birthday" or "Set Anna's plan to Premium".

Many at once

• Tick rows, or Select all, then choose Ask for a review, Export or Delete.
• Export saves a CSV file with each person's details, your own fields (a column each) and their latest message. Notes are not in it.
• A deleted customer cannot be brought back.

Import from a file

1. Press the upload icon next to Filter. Choose a CSV, Excel (.xlsx), JSON or vCard file - up to 10 files and 4 MB at a time, 2000 people per import.
2. Columns are recognised by their names: First name, Last name (or one Name column), Email, Phone - in English, Russian, Ukrainian, Hebrew and other languages - and the names of your own fields. A file you exported here goes back in as it is.
3. Each person needs an email or a phone. A phone without a country code gets your business country.
4. Before anything is saved you see what will happen: how many are new, how many are already here, which rows are skipped and why, and which columns were not recognised. Press Import to save.
5. People who are already here (same email, or same phone when there is no email) are not duplicated: only their empty details are filled in, nothing is overwritten.
6. Wrong file? Press Undo this import in the same window, within 7 days. It removes only the people this import added and only while they have no messages, notes, bookings or invoices.