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!
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.
Here’s information on how your customers can add their appointment to their calendar.
Check this article for info on adding multiple people to an appointment and sending a group message through message blasts.
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.