Conversion ruler tracker

Customers

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

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!

Message blast unsubscribes

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

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.

Customer Timezones

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

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.

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.