Information on managing your Customers, Clients, Volunteers, and Patients.
Staying organized can be a challenge, but searching for and editing/deleting your client’s customer profile is easy!
It’s important to allow customers to unsubscribe themselves. What happens if a customer unsubscribes from a Message Blast?
Your clients don’t need to sign up for GoReminders or download the app. They’ll simply receive text message reminders.
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.
Sometimes your customers are in different time zones. Here’s how to set custom timezones for your customers
Need a single list of all your clients? Just export! Check out these instructions for viewing and exporting your full customer list.
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.