Conversion ruler tracker

Customers

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

Customer Timezones

Sometimes your customers are in different time zones. Here’s how to set custom timezones for your customers

Viewing a List of 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 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.

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!

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!

Message blast unsubscribes

It’s important to allow customers to unsubscribe themselves. What happens if a customer unsubscribes from a Message Blast?

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

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.

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.

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.

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.

Get The Appointment Show-Up Maximizer Guide

Learn how to eliminate no-shows with 5 simple steps