Customize your CRM
Customer data is accessible when viewing a booking (also referred to as an order), a customer profile, or through data exports. Additionally, it is used to segment broadcast messages or grant access to private pages.
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1. Label customers
Labels are simple tags. A customer can have multiple labels.
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2. Add custom CRM fields
Custom CRM fields offer a more powerful way to manage customer data. You can create your own custom fields to suit your business needs.
Some fields can be visible to users, while others remain private for your use.
You can also make certain fields mandatory to ensure users provide the necessary information.
Some fields can be visible to users, while others remain private for your use.
You can also make certain fields mandatory to ensure users provide the necessary information.
Additionally, custom fields can be integrated into booking forms, allowing you to capture this data seamlessly as part of the booking process.
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3. Instantly Update a Customer's Data
You can update a single customer's information as needed, ensuring their data is saved, organized, and up-to-date.
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4. Instantly Bulk update customers data
You can update hundreds of customers in seconds. The best approach is to prepare a list of customer emails to update. Simply export your customer data to Excel, apply filters, and copy the relevant emails.
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5. Import customers
You can import customers into your account via CSV upload or by simply pasting email addresses. Once imported, customers are instantly available for various features, including data updates, broadcast messaging, and payment links.
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6. Export customers
Export your customer data to Excel or Google Sheets. The export will include basic information, labels, and custom CRM fields.
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