Customers

Information on managing your Customers, Clients, Volunteers, and Patients.

Jonathan avatar Noah Eisenbruch avatar Oceana Kennedy avatar
11 articles in this collection
Written by Jonathan, Noah Eisenbruch, and Oceana Kennedy

Message blast unsubscribes

It's important to allow customers to unsubscribe themselves. What happens if a customer unsubscribes from a Message Blast?
Oceana Kennedy avatar
Written by Oceana Kennedy
Updated over a week ago

How to send a Message Blast

Message Blasts are a useful marketing tool that allow you to send group messages to customers without creating an appointment
Oceana Kennedy avatar
Written by Oceana Kennedy
Updated over a week ago

Booking Setup and Options

Your clients can book their own appointments in GoReminders. Here's how to set up the Booking form, and info on some of its options.
Oceana Kennedy avatar
Written by Oceana Kennedy
Updated over a week ago

Do my customers need to download the GoReminders app?

Your clients don't need to sign up for GoReminders or download the app. They'll simply receive text message reminders.
Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

Creating customer profiles

How can I add a client to my account without importing a list or creating an appointment? Take a look at these instructions to find out.
Oceana Kennedy avatar
Written by Oceana Kennedy
Updated over a week ago

Adding notes to your appointments

Notes are very handy to help you remember information about your clients and their appointments. Here's how to use those.
Oceana Kennedy avatar
Written by Oceana Kennedy
Updated over a week ago

Customer Timezones

Sometimes your customers are in different time zones. Here's how to set custom timezones for your customers
Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

Viewing a List of Your Customers

How can I view a list of all my customers? Take a look at set of quick steps to view a full list of your customers and clients.
Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

How to view & export your customer list

Need a single list of all your clients? Just export! Check out these instructions for viewing and exporting your full customer list.
Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

How do I edit or delete a customer's information?

Staying organized can be a challenge, but searching for and editing/deleting your client's customer profile is easy!
Noah Eisenbruch avatar
Written by Noah Eisenbruch
Updated over a week ago

Can I import my contacts?

You don't have to manually enter your customers, save a ton of time and effort by importing them into GoReminders!
Jonathan avatar
Written by Jonathan
Updated over a week ago