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Updating Customer Profiles
Updating Customer Profiles

Easily manage customer info in GoReminders—edit details like name, contact info, time zone, and reminder type in a few steps.

Rhammy avatar
Written by Rhammy
Updated over a month ago

To make changes to a customer’s profile, follow these steps:

  1. Navigate to Customers: Go to More > Customers and use the search bar to find the customer by name.

  2. Access Customer Details: Click on Customer Details to open and expand their profile.

  3. Update the Following Fields: You can update fields such as:

    • Name

    • Email

    • Phone Number

    • Time Zone

    • Reminder Type

    • Custom Fields (as per your setup)

    • Notes

  4. Save Changes: After making updates, click Save to apply the changes to their profile.

Additional Features

  • View Appointments: This page also allows you to view all past and upcoming appointments for the customer.

  • Delete a Profile: If needed, you can delete a customer’s profile entirely from this page.

This guide will help ensure that customer information is always current, so reminders are sent accurately and on time.

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