There are multiple ways to add customers, depending on your needs and preferences. In this article, we will walk you through the different methods of adding customers to your account.
Automatically Adding Customers
When creating an appointment for a new customer on the New Appointment form, their information is automatically saved to your customer list once you save the appointment. This means that you do not have to manually add the customer to your list, as it will be done for you automatically. This is a convenient option for those who frequently schedule appointments with new customers.
Manually Adding Customers
If you need to add a customer to your list without creating an appointment, you can do so by following these steps:
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Go to More > Customer Search.
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Click on the orange “+Create” button at the upper right part of the page.
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Enter the New Customer’s Information
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Ensure to enter the customer’s cell phone number and/or email address along with the other needed details.
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Optional: you can enter additional client information in the ‘Notes’ field.
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Then click “Save”.
Sending a message to a New Customer
If you want to send a message to a new customer without creating an appointment, you can do so by following these steps:
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Go to the Messaging Tab (at the top part of the page).
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Click on the orange “+Create” at the upper middle part of the page.
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Enter the New Customer’s Information
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Ensure to enter the customer’s cell phone number and/or email address along with the other needed details.
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Optional: you can enter additional client information in the ‘Notes’ field.
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Then click “Save”.
This method is useful if you need to send a message to a new customer, but do not need to schedule an appointment with them at the moment. It allows you to quickly and easily communicate with your customers without having to add them to your customer list.
Conclusion
As you can see, there are multiple ways to add customers to your GoReminders account. Whether you prefer to have customers automatically added when creating appointments, or if you need to manually add them for messaging purposes, GoReminders has you covered. If you have any further questions or need assistance with adding customers, please don’t hesitate to reach out to our support team for help.